Financial Representative - Seeking Growth
Job Description
Opportunity Overview
The Glosson Region of Modern Woodmen is actively seeking a Financial Representative to drive ongoing growth across the region. This position is ideal for someone who already holds the required state licensing, or is prepared to obtain it quickly, and who is motivated to make a meaningful impact on clients and the local community. If you have a passion for leadership, developing others, and playing a key role in building a growing team, this opportunity may be a strong fit.
Location
Port Charlotte, FL
Compensation
Starting income ranges from $97,000 to $192,000 or more, depending on experience and results.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
About Modern Woodmen
Modern Woodmen is built around people. Created for our members and owned by them, we are a member-owned fraternal financial services organization. With more than 700,000 members, we have been making an impact and helping to secure futures since 1883. Our financial strength rests on a robust asset base of $17.14 billion, guided by a prudent investment approach and highly rated, diversified investments. We maintain a surplus of $2.42 billion and a solvency ratio of 116.41%, underscoring our commitment to long-term financial stability for our members.
The Role of a Financial Representative
As a Financial Representative at Modern Woodmen, you address members’ financial needs, provide community leadership, and support the growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
Leadership Profiles in the Glosson Region
Jarrett Glosson, Regional Director
Year Started with Modern Woodmen: March 2007
Prior to Modern Woodmen: Worked in media sales for Charter Media (now Spectrum), focusing on B2B and selling airtime.
Passionate About: Active in his church and enjoys time with his wife, Autumn (married for 22 years), and their dog, Benson. He loves travel, having visited 16 countries with Italy as a favorite. He is committed to self-development and is a Tennessee Titans fan.
Christopher Schults, Financial Representative
Year Started with Modern Woodmen: February 2016
Prior to Modern Woodmen: Ran his own cabinet business and served as a volunteer firefighter.
Passionate About: Deep involvement with his church, time with his wife Alicia and their three daughters. Combines a love of golf with fraternal work to contribute to the community. A Tampa Bay Buccaneers fan who enjoys fitness and values his Florida roots.
Lenny Cannova, Financial Representative
Year Started with Modern Woodmen: February 2014
Prior to Modern Woodmen: Owned a pizza shop before transitioning into the Modern Woodmen role.
Passionate About: Spends time with his wife, Lynn, their two daughters, and grandchildren. Enjoys golf, boating, and working on motorized projects such as motorcycles, ATVs, and jet skis. Member of a boat club and loves time on the water. Chicago Bears fan.
Kristina Ribali, Managing Partner
Year Started with Modern Woodmen: March 2020
Prior to Modern Woodmen: Worked in non-profit and donor relations before joining the organization.
Passionate About: Kristina and her husband, JD, helped establish a church campus and are dedicated to serving their community. They support youth leadership through JD’s BizKidz program, which provides coaching and opportunities for kids to sell products and compete for cash prizes. Kristina enjoys mentoring the children involved in these activities.
Additional Information About Modern Woodmen
Modern Woodmen emphasizes a people-centered approach. The organization operates for and by its members, reinforcing community support and family values. The financial strength and stability are underscored by substantial assets, a solid surplus, and favorable solvency, reflecting a long-standing commitment to member protection and growth.
Qualifications and Requirements
- Team spirited, enthusiastic, and maintains a positive attitude when facing challenges
- Competitive nature or experience as an athlete (for example in basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, and related roles) is a bonus
- Genuine and authentic with drive to contribute and achieve goals
- Required Active Financial Licenses:
- SIE Certification or willingness to quickly obtain
- Life/Health License or willingness to quickly obtain
- Deadline: Apply soon as this position will move quickly
- Flexible work-from-home options available