Financial Representative

Company Description Modern Woodmen of America is a member-owned fraternal benefit society that combines financial services, member benefits, and community impact. The organization provides families with financial security through life insurance, retirement planning, and other financial services, while also supporting quality family life through member programs and local activities. Modern Woodmen is committed to improving hometown communities through volunteer projects that make a local impact. Founded in 1883, its 1,000+ representatives serve nearly 700,000 members nationwide. The organization continues to be recognized for its service and culture, offering meaningful careers focused on helping people and communities thrive.

Role Description The Financial Representative is a full-time, hybrid role based in Omaha, NE, with a mix of in-office and work-from-home responsibilities. This role involves meeting with individuals and families to assess their financial needs and goals, and recommending suitable solutions such as life insurance, retirement plans, and investment options. Daily activities include prospecting and building a client base, conducting financial reviews, preparing customized presentations, and following up to ensure ongoing service and support. The Financial Representative will also participate in community and member-focused events that reflect Modern Woodmen’s fraternal values, collaborate with team members and leadership, and stay current on financial products and regulatory guidelines.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to help members build long-term strategies aligned with their goals.
• Candidates should possess skills in Insurance and Investments to recommend appropriate protection and growth-oriented solutions.
• Candidates should possess a solid foundation in Finance to interpret financial information, explain options clearly, and support sound decision-making.
• Relevant qualifications include strong interpersonal and communication skills, customer service orientation, and the ability to build lasting relationships.
• Additional beneficial qualifications include a bachelor’s degree in finance, business, or a related field; prior experience in financial services or sales; and applicable state insurance or securities licenses (or willingness to obtain them with company support).