Financial Representative - Seeking Growth
Job Description
Role Overview
The Polk Region of Modern Woodmen is seeking a Financial Representative to drive ongoing growth across the region. This role is well-suited for someone who already holds the appropriate state licensing or is prepared to obtain it quickly, with a focus on making a meaningful impact on clients and the local community. If you aspire to lead, develop others, and contribute to building a thriving team, this opportunity may be a strong fit.
Location
Raleigh, NC
Compensation and Benefits
- Starting income ranging from $97,000 to $192,000+ depending on experience and results
- 401(k) plan with company matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Life insurance
- Strong retirement package
- Professional development assistance
- Referral program
Responsibilities
As a Financial Representative at Modern Woodmen, you will address members' financial needs, demonstrate leadership in the community, and support the ongoing growth of the local office. Over time, the role can expand to recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
Qualifications
- Team spirited, enthusiastic, and maintains a positive attitude in challenging situations
- Competitive nature or prior athletic experience (examples include basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, etc.) is a bonus
- Genuine and authentic with the drive to contribute and achieve goals
- Active Licenses:
- SIE Certification or willingness to quickly obtain
- Life/Health License or willingness to quickly obtain
Flexible Work Arrangements
Flexible work from home options are available.
About Modern Woodmen
Modern Woodmen is built on a people first approach. Created for our members and owned by them, we stand together for families and the communities we love. We are a member owned fraternal financial services organization. With more than 700,000 members, we have supported lives and futures since 1883. Our financial strength rests on a robust asset base of $17.14 billion, guided by a prudent investment philosophy and 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 remains committed to providing additional protection for members and ensuring long-term stability.
Meet the Local Leadership
Daniel Polk — Regional Director
Background: Former professional football player in the German Football League; joined Modern Woodmen in 2012. Personal: devoted father and husband. Interests: boating, lake activities, hunting, golf with family and friends.
Zach McDowell — Managing Partner
Background: Began with Modern Woodmen in 2015; formerly a chemical engineer for Merck and Biogen. Personal: enjoys golfing, fishing, traveling with his wife and two daughters.
Shaye Polk — Financial Representative
Background: Joined Modern Woodmen in 2022; previously an adult medicine PA for 16 years with a practice of about 700 patients. Personal: enjoys football, tailgating, golf, and exploring great restaurants.
Clay Lockamon — Financial Representative
Background: Began with Modern Woodmen in 2019; former college baseball player at UNC Wilmington. Personal: loves being a father, boating, duck hunting, golf, and time with friends.
The Role of a Financial Representative
In this role, you address the financial needs of members, demonstrate leadership within the community, and contribute to the growth of the local office. With time, you may take on responsibilities to recruit, train, and develop other financial representatives, supporting the broader success of the team.
Application Details
Deadline: Apply soon, as the position is expected to fill quickly. Flexible work from home options are available.