Financial Representative

3 weeks ago


Bellefontaine Ohio United States Modern Woodmen of America Full time

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.


About you


Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.

Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.

Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities


Responsibilities


Work with current or new members to provide them information about the financial services their families could utilize.

Networking with individuals throughout the community.

Continuously prospecting in order to secure appointments.

Participating in mentor-lead appointments.

Asking customers for favorable introductions.

Engaging in personal observation through the community.

Participating in fraternal activities.


Benefits and Perks


Medical, dental and vision Insurance paid for

401(k) retirement planning with company match

Non-contributory pension plan

Group term life insurance benefits

Expense-paid trips, valuable prizes, and exciting incentives


About Us

Named to Forbes’ list of World’s Best Insurance Companies for 2023


Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.


Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.


What Makes us Different – Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society.


Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.


As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.


We want to support and invest in YOU and the things you hold most important.


2023 MWA Community Impact statistics

  • Approximately 2,200 local chapters and 500 youth service clubs nationwide
  • $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
  • 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
  • $18.2 million in support of members and their communities in 2023.


Modern Woodmen is an equal opportunity employer (EOE).



  • Palmdale, CA, United States Modern Woodmen Fraternal Financial Full time

    Financial Representative Repost Job Date: 2/1/2025 6:08:04 PM Location: Palmdale, CA, 93550 Salary: $40000 - $120000/year Experience: 1 Year(s) Modern Woodmen of America, California Region is looking to expand our team of Financial Representative's. As a Financial Representative you will help clients achieve their financial goal by creating a tailored...


  • Webster, NY, United States OneMain Financial Full time

    Empowering Customers with Access to Credit At OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Key...


  • Ohio City, Ohio, United States Horace Mann Full time

    As an Insurance Producer with Horace Mann, you will have the chance to make a real difference in the lives of educators. Our company is passionate about providing insurance solutions that safeguard what they have today and help them achieve financial success.About UsWe're an equal opportunity employer dedicated to serving America's educators and families....


  • Bellefontaine, OH, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Community oriented – has a deep appreciation and connection to their surroundings and a desire to help...

  • Financial Planner

    2 weeks ago


    Ohio City, United States Nationwide Full time

    Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates...


  • Ohio City, Ohio, United States Koroseal Full time

    Job OverviewThe Koroseal team is seeking a skilled Credit & Collections Analyst to join our Corporate Office in Fairlawn, OH. This role will be responsible for overseeing the financial management of high-volume accounts, including General Contractors, Sub-contractors, and independent installers.ResponsibilitiesReview receivables status and initiate...


  • Chapel Hill, NC, United States UNC Health Care Full time

    Description Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve.Summary:Responsible for performing a variety of complex pre-services, financial counseling and customer service related functions for patients and/or their representative including...


  • Ohio City, Ohio, United States Westfield Full time

    Job DescriptionAbout the RoleWe are seeking an experienced Financial Systems Analyst to join our team. The successful candidate will have a strong background in financial systems, including experience with PeopleSoft and related applications.ResponsibilitiesImplement and maintain financial systems and related infrastructure by providing analysis, setup, and...


  • Ohio City, United States Westfield Full time

    Job Title:Financial Systems Analyst Employee Status: Regular Schedule: Full-time Location: Hybrid - defined as three days in office if residence is within 50 miles of Westfield Center, OH or Remote - if residence is over 50 miles from Westfield Center, OH About Us: You're ready to make your mark where people care about each other. Where your work is...


  • Ohio City, Ohio, United States Westfield Full time

    Job Title:Financial Systems Analyst Employee Status: Regular Schedule: Full-time Location: Hybrid - defined as three days in office if residence is within 50 miles of Westfield Center, OH or Remote - if residence is over 50 miles from Westfield Center, OH About Us: You're ready to make your mark where people care about each other. Where your work is...


  • United, United States Horace Mann Full time

    Horace Mann Educators Corporation Overview: Founded by educators for educators, Horace Mann is the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families.Job Description: As an Insurance Producer, you will have the opportunity to dictate your earnings with unlimited income...


  • Ohio City, United States Five Rivers MetroParks Full time

    Salary : $101,462.40 - $152,193.60 Annually Location : 45402, OH Job Type: Full Time Job Number: 01150 Department: Business Operations Division: Business Finance Opening Date: 02/07/2025 Closing Date: 3/28/2025 11:59 PM Eastern Position Description The Chief Financial Officer (CFO) is a member of the leadership team responsible for the park district's...


  • united states, united states, us New Direction Capital Full time

    New Direction Capital is the leading Virtual CFO company that excels in helping businesses navigate their financial success with confidence. Our Virtual CFOs offer real value by implementing actionable steps and executing a strategic plan for growth and profitability. At NDC, our ultimate goal is to get our clients to the next level of growth and...


  • Ohio City, Ohio, United States Fellowship of Christian Athletes Full time

    The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA Mission and live the FCA Values by implementing the ministry plan for the assigned area. In the FCA Sports Environments, the Representative ensures there is a consistent approach to discipleship -- making disciples who make disciples. The Representative is...


  • Ohio City, Ohio, United States Fellowship of Christian Athletes Full time

    The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA Mission and live the FCA Values by implementing the ministry plan for the assigned area. In the FCA Sports Environments, the Representative ensures there is a consistent approach to discipleship -- making disciples who make disciples. The Representative is...


  • Ohio City, Ohio, United States Fellowship of Christian Athletes Full time

    The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA Mission and live the FCA Values by implementing the ministry plan for the assigned area. In the FCA Sports Environments, the Representative ensures there is a consistent approach to discipleship -- making disciples who make disciples. The Representative is...


  • Ohio, United States Disability Solutions Full time

    Do you enjoy having a consultative approach towards sales and driving revenue? Intelligize is the leading provider of best-in-class content, exclusive news collections, regulatory insights, and powerful analytical tools for compliance, transactional and financial reporting professionals. Intelligize offers a web-based research platform that ensures law...


  • il, united states Jobleads-US Full time

    OverviewChestnut Health Systems is seeking an experienced, dynamic, and dedicated Chief Financial Officer (CFO) to serve as an integral part of the senior leadership team.The CFO is a strategic leader responsible for refining and improving existing business models and developing new models for current and future changes to health care economics. The CFO is...


  • Ohio City, United States Workoo Technologies Full time

    About the job Customer Service Representative Open and maintain customer accounts by recording account information Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure...


  • nc, united states Jobleads-US Full time

    This position is responsible for providing leadership and oversight for the office of financial aid and staff; achieving or maintaining the office's service orientation (from frontline to back office) and high level of student satisfaction; working closely with Admissions to help meet admission and enrollment goals; assisting assistant/associate directors...