Financial representative

Financial representative

Newport Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help individuals achieve financial goals with tailored plans and support.
  • Company: Join Modern Woodmen, a leading fraternal benefit society making a positive community impact.
  • Benefits: Enjoy paid medical insurance, 401(k) match, bonuses, and expense-paid trips.
  • Why this job: Make a real difference in people's lives while building long-term relationships.
  • Qualifications: Passion for finance and ability to obtain necessary licenses.
  • Other info: Comprehensive training and mentorship provided from day one.

The predicted salary is between 36000 - 60000 £ per year.

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.

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 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 2024, Modern Woodmen spent $17.4 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 will 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.

Financial representative employer: Modern Woodmen

Modern Woodmen of America is an exceptional employer that prioritises the growth and well-being of its financial representatives. With a strong commitment to community impact, employees benefit from comprehensive training programs, competitive compensation packages including paid medical and dental insurance, and a supportive work culture that fosters long-term relationships and personal development. Join us in making a meaningful difference while enjoying unique perks like expense-paid trips and bonuses in a collaborative environment.
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Contact Detail:

Modern Woodmen Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial representative

✨Tip Number 1

Network like a pro! Get out there and connect with people in the financial industry. Attend local events, join online forums, or even hit up social media groups. The more connections you make, the better your chances of landing that financial representative role.

✨Tip Number 2

Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a short, engaging summary of who you are and what you can bring to the table as a financial representative. Keep it friendly and confident!

✨Tip Number 3

Follow up after interviews! If you've had a chat with someone about the role, drop them a quick thank-you email. It shows you're genuinely interested and keeps you on their radar. Plus, it’s a great way to reinforce your enthusiasm for helping others achieve their financial goals.

✨Tip Number 4

Apply through our website! We’ve got all the resources you need to get started on your journey as a financial representative. Plus, applying directly shows your commitment to joining Modern Woodmen and making a difference in the community.

We think you need these skills to ace Financial representative

Financial Planning
Life Insurance Licensing
FINRA Securities Registration
Series 6 License
Series 7 License
Series 63 License
Integrity
Leadership Skills
Teamwork
Results-Driven
Relationship Building
Community Engagement
Trustworthiness
Adaptability
Self-Improvement

Some tips for your application 🫡

Show Your Passion: When you're writing your application, let your passion for helping others shine through. We want to see how you can make a difference in our members' financial lives, so share any relevant experiences or motivations that drive you.

Tailor Your Application: Make sure to customise your application to reflect the values and mission of Modern Woodmen. Highlight your integrity, leadership skills, and community involvement, as these are key traits we look for in our financial representatives.

Be Honest and Credible: We value honesty and trustworthiness, so be upfront about your qualifications and experiences. If you have any gaps in your knowledge, mention your eagerness to learn and grow with us – we’re here to support your journey!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey to becoming a financial representative with Modern Woodmen.

How to prepare for a job interview at Modern Woodmen

✨Know Your Financial Stuff

Brush up on your financial knowledge, especially around life insurance and investment products. Be ready to discuss how these can help individuals achieve their financial goals, as this will show your passion for bettering members' lives.

✨Show Your Community Spirit

Modern Woodmen values community involvement, so be prepared to share examples of how you've contributed to your community. Highlight any volunteer work or leadership roles you've taken on, as this aligns with their fraternal mission.

✨Demonstrate Integrity and Trustworthiness

Since the role requires building long-term relationships, emphasise your integrity and character during the interview. Share stories that showcase your honesty and reliability, which are crucial traits for a financial representative.

✨Ask Insightful Questions

Prepare thoughtful questions about Modern Woodmen's programs and how they impact members. This shows your genuine interest in the role and helps you understand how you can contribute to their mission of making a difference in the community.

Financial representative
Modern Woodmen
Location: Newport

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