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Financial Representative - Entry Level

Seckel Region - Modern Woodmen of America

Lancaster, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

The Seckel Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.
Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids
Check out the varying backgrounds of some of our local leaders:
Lori Seckel:
Lori is a Regional Director with Modern Woodmen and has been with the organization since 2002. She graduated from The Ohio State University with a degree in education before starting her career with MWA. Lori loves spending time at the lake with her husband and two kids, and her current hobbies revolve around whatever current activities her children are involved in.
Brian Souder:
Brian is a Managing Partner with Modern Woodmen and has been with the organization since 2012. Prior to joining MWA, he worked as an HR and Safety Director. Outside of work, Brian enjoys spending time with his wife and their four active boys. He has a passion for cooking and chess, and he and his family are proud season ticket holders for the Columbus Crew.

Melissa Okulich:
Melissa joined Modern Woodmen as a Managing Partner in 2024, bringing with her a decade of industry experience since 2014. Before joining MWA, she worked in the same field. In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. She’s also an enthusiastic fan of the Ohio State Buckeyes.
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with 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 is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued 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.
Perks/Benefits:
  • Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. 
  • Exclusive training/development with experienced financial services professionals supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications:
  • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
  • Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer,  etc.) is a bonus.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. 
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 go fast. 

Flexible work from home options available.