Search jobs > Waukesha, WI > Financial representative

Associate Financial Representative

Modern Woodmen of America
Waukesha, WI, United States
Full-time

Launch your financial services career with an organization that positively impacts thousands of families and communities each year.

Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

About the role

Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals.

They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

About Modern Woodmen of America

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact.

Our representatives provide financial guidance and products to help members protect their families and their futures.

Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs.

Our programs build and strengthen relationships, allowing for membership growth and greater community impact.

We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community!

In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.

About you

Show integrity and character.

Demonstrate leadership skills.

Team-oriented.

Focus on results / success driven.

Can or have overcome adversity.

Grow by helping others.

Show volunteer spirit in the community.

Look for self-improvement opportunities.

Enjoy building long-term relationships.

Credible, trustworthy and honest.

Education and training

Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need.

With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role.

Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications

Passion for bettering members’ financial lives.

Ability to obtain or already hold : an active life insurance license, FINRA securities registration (Securities Industry Essentials® / SIE), Series 6 and / or 7 license, and Series 63 license, as required by state).

Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Benefits and perks

Paid medical and dental insurance.

401(k) retirement plan with company match.

Noncontributory pension plan.

Group term life insurance.

Expense-paid trips, bonuses and other incentives.

Modern Woodmen is an equal opportunity employer.

28 days ago
Related jobs
Modern Woodmen of America
WI, United States

Our representatives provide financial products to help members protect their families and their futures. 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. The ideal candidate...

Principal Financial Group, Inc.
Wauwatosa, Wisconsin

Our Associate Sales Representatives learn how to partner with brokers to provide customers with comprehensive insurance solutions. Fortune 500 global leader in financial services focused in insurance, retirement, and asset management. When life gets unexpectedly tough, their employees rely on the in...

Principal Financial Group, Inc.
Wauwatosa, Wisconsin

Our Associate Sales Representatives learn how to partner with brokers to provide customers with comprehensive insurance solutions. Fortune 500 global leader in financial services focused in insurance, retirement, and asset management. When life gets unexpectedly tough, their employees rely on the in...

Promoted
Mutual of Omaha
Nashotah, Wisconsin

As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Financial Representative Trainee (Sales)--Milwaukee, W...

Promoted
Noodles & Company
Hales Corners, Wisconsin

We’re hiring immediately for restaurant .At Noodles, our mission is to always nourish and inspire every team member, guest, and community we serve.Join our amazing team, make new friends, have fun, and develop your career!.We’re so confident that you’ll love our food, we’re o...

Promoted
Walgreens
Franklin, Wisconsin

Customer ExperienceEngages customers and patients by greeting them and offering assistance with products and services. Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e. Provides cust...

Promoted
Duluth Trading Company
Waukesha, Wisconsin

A successful Customer Service Associate for our retail store will strive to provide exceptional service to our customers, always aiming to create special experiences that go above and beyond. Develop a deep understanding of our products to offer friendly and solution-oriented service to customers. P...

Promoted
Waukesha State Bank Company
Mukwonago, Wisconsin

Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. Waukesha State Bank - The Bank of Friendly Service, is looking for enthusiast...

Promoted
Border States Electric
Pewaukee, Wisconsin

Supports the operation functions of the warehouse. Supports the operations functions of the warehouse. Prior warehouse distribution experience including forklift operation and knowledge of electrical products/systems is also preferred. Prior warehouse distribution experience including forklift opera...

Promoted
SEEK Careers/Staffing
New Berlin, Wisconsin

As a warehouse worker, you will be responsible for picking/packing, shipping/receiving, and order picking via orders provided by the supervisor. Keywords: Warehouse, Picking, Packing, Loading, Unloading. ...