What are the responsibilities and job description for the Financial Representative - Seeking Banking Experience position at Hill Region - Modern Woodmen of America?
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
Transition Your Banking Background into Financial Services!
- Comprehensive Financial Knowledge: A banking background equips individuals with a strong foundation in financial principles, making it easier to navigate complex financial services products like investments, insurance, and wealth management.
- Sales Expertise: Banking professionals often have experience in identifying customer needs and recommending complementary products, a skill that translates directly to success in financial services.
- Customer-Centric Mindset: Having worked closely with diverse clients in banking, they excel at understanding client goals, providing personalized advice, and fostering long-term trust in a financial services role.
- Risk Assessment Skills: Banking experience sharpens the ability to evaluate risks, ensuring informed recommendations and strategies for clients seeking to grow and protect their wealth.
Key Responsibilities:
- Serve members' financial needs by providing tailored financial solutions.
- Exemplify leadership in the community through active involvement and engagement.
- Drive the growth of the local office by recruiting, training, and developing financial representatives.
- Build and nurture a high-performing team to contribute to the success of Modern Woodmen.
Perks/Benefits:
- Competitive compensation
- Opportunity for personal and professional growth
- Fraternal programs and activities to enhance quality family life
- Involvement in local volunteer projects and community impact
- Supportive and open communication culture
Qualifications:
- Minimum of a Life Insurance License and/or SIE Certification (one or both required)
- Series 26 (or 24) License (preferred)
- Leadership skills and effective communication ability
- Strong background in sales or customer service, with the desire and ability to lead others
Discover Modern Woodmen's impact in Your community, follow this link: https://www.modernwoodmen.org/about-us/community-impact/
Check out the varying backgrounds of some of our local leaders:
Lucas Hill - Regional Director
- Prior experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry.
- Outside of work: Avid golfer and enjoys traveling, watching Pacers games, and playing soccer.
- About: Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education.
Beau Jackson - Managing Partner
- Prior Experience: Former director of a youth soccer academy, now a Managing Partner in Greenwood.
- Time in Seat: 4 years as Managing Partner.
- Outside of Work: Enjoys golfing, traveling, and volunteering in his local community.
- About: Married with two children, integrates his passion for sports and community service into his personal and professional life.
Kurtis Iseminger - Financial Advisor
- Prior Experience: Senior Financial Advisor at MWA.
- Time in Seat: 7 years in Wanatah, Indiana.
- Outside of Work: Loves outdoor activities with his wife and spending quality time with friends and family.
- About: Focuses on fostering strong personal and financial relationships.
Amanda Meyer - Financial Advisor
- Prior Experience: Former counselor, now a Financial Advisor at MWA.
- Time in Seat: 1 year in the financial sector.
- Outside of Work: Plays professional soccer for Indy Eleven.
- About: Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising.
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.
Unique Fraternal Component:
Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.
Training and Development:
New Financial Representatives receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, the Hill team is committed to providing extensive field and office support to new Financial Representatives. This hands-on approach continues until the FR achieves self-sufficiency in both skills and development.
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.
Flexible work from home options available.
Salary : $89,000 - $119,000
