Financial Representative - Entry Level

Job Description

Job Description

Are you someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Michigan Region - Modern Woodmen of America is ready to add a new Financial Representative (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region.

The Michigan Region - Modern Woodmen of America is committed to excellence as a flagship region for Modern Woodmen of America. Our fraternal difference sets us apart, enabling us to serve our clients and communities in meaningful ways. By focusing on creating financial security and peace of mind, we ensure a future of unlimited growth and opportunity for those we serve. Through our dedication to fraternal values, we strive to make a lasting, positive impact on the lives of individuals and families throughout Michigan.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America:

About Modern Woodmen:

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of over $18 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Check out the varying backgrounds of some of our local leaders:

Scott McDonald – Regional Director

• Personal Background: Dedicated father and grandfather; cherishes time with family, especially given the 1,000-mile distance from his kids and grandkids, making every visit special.
• Outside Interests: Enjoys playing golf and brewing beer in his free time. A passionate San Francisco 49ers fan.
• Professional Journey: Began his career with Modern Woodmen in August of 1990 after working as a store manager in retail. Transitioned into the financial services industry to make a greater impact on people’s lives.
• Core Values: Values strong personal connections and meaningful relationships, both professionally and personally.
• Vision at Modern Woodmen: Committed to fostering a supportive and people-first environment where individuals and families can build secure financial futures.

Andrew Beers - Managing Director:

• How long with MWA: Started with Modern Woodmen in July 2014.
• Prior Experience: Just graduated college and was interviewing for financial planning/analyst roles. Found Modern Woodmen on CareerBuilder.com.
• Personally: Loves spending time with family, especially at the pool or at the cottage up north on the lake. Enjoys pickup basketball, weightlifting, and golf. He also enjoys time with friends and exploring new activities and restaurants.

Grace Braatz-Opper - Financial Representative:

• How long with MWA: Started with Modern Woodmen in 2015.
• Prior Experience: Was a senior in college, working full time, flipping houses, and coaching volleyball.
• Personally: Passionate about her wonderful husband, traveling up north to Charlevoix in the summers, and traveling out of state during the winter months. Loves pickleball, jet skiing, and spending time with friends and family. Also a new football fan—Go Lions!

Chaz King - Financial Representative:

• How long with MWA: Started with Modern Woodmen in August 2014.
• Prior Experience: Worked in the entertainment business as a magician and hypnotist.
• Personally: Passionate about his wife and kids, spending time with family and friends, and music. Loves anything outdoors and considers his lake house up north his sanctuary. Big Detroit Lions fan. Enjoys playing golf and basketball, working out, and is a big health and wellness enthusiast.

Role Responsibilities:

• Member Consultation: Meet with client members to assess their insurance and financial needs and
• recommend appropriate solutions.
• Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
• Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Target Achievement: Meet or exceed business development goals.

Perks/Benefits:

• Strong Income Opportunity.
• Potential to earn client member leads.
• Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
• Exclusive training/development with the financial services professional supporting you.
• An environment and culture of mutual support and growth.
• Attainment of prestigious credentials and recognition.
• Consistent opportunities for growing your income and character.
• Strong benefits and retirement package.
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program

Qualifications:

• Team-Oriented
• Enthusiastic
• Positive Attitude
• Self-Starter
• Community-Focused
• Coachable
• Athletic Background (bonus)
• Military Background (bonus)
• Goal-Driven
• Willingness to Obtain State Insurance License
• College Degree (preferred, not required)

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

At the Michigan Region – Modern Woodmen of America, we empower driven individuals to turn ambition into lasting impact through a career in financial services. As a flagship region for Modern Woodmen, we’re expanding rapidly with a team of high-performing professionals who share a passion for excellence and community service. Our fraternal model sets us apart—enabling us to deliver not only financial security and peace of mind to our clients but also meaningful support to the communities we serve. Here, your success is measured not just by growth, but by the difference you make in the lives of others across Michigan.

Company Description

At the Michigan Region – Modern Woodmen of America, we empower driven individuals to turn ambition into lasting impact through a career in financial services. As a flagship region for Modern Woodmen, we’re expanding rapidly with a team of high-performing professionals who share a passion for excellence and community service. Our fraternal model sets us apart—enabling us to deliver not only financial security and peace of mind to our clients but also meaningful support to the communities we serve. Here, your success is measured not just by growth, but by the difference you make in the lives of others across Michigan.