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For Companies 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 from day one for your success.
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'll 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 in Oldham employer: Modern Woodmen
Contact Detail:
Modern Woodmen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial representative in Oldham
✨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 need to be able to sell yourself just like you would sell financial products. Prepare a short, engaging introduction about who you are and what you can bring to the table. This will help you stand out when meeting potential employers.
✨Tip Number 3
Show off your community spirit! Since Modern Woodmen values giving back, highlight any volunteer work or community involvement you've done. It shows you're not just about the numbers but also care about making a difference.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It’s the best way for us to get to know you and your passion for helping others achieve their financial goals. Don’t miss out on this opportunity!
We think you need these skills to ace Financial representative in Oldham
Some tips for your application 🫡
Show Your Passion: When 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 goals of Modern Woodmen. Highlight your leadership skills, integrity, 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're still working on obtaining your licenses, mention that too! Transparency is crucial in building long-term relationships with our members.
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 you can help clients achieve their financial goals with tailored plans.
✨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 that demonstrate your commitment to making a positive impact.
✨Demonstrate Integrity and Trustworthiness
As a financial representative, trust is key. Be honest and transparent in your responses during the interview. Share experiences where you've had to uphold integrity, especially in challenging situations.
✨Ask Insightful Questions
Prepare thoughtful questions about Modern Woodmen’s fraternal programs and how they support members. This shows your genuine interest in the role and helps you understand how you can contribute to their mission.
