Financial Representative - Seeking Growth Hybrid - US

West Tennessee Region - Modern Woodmen of America

Financial Representative - Seeking Growth

Full Time • Hybrid - US
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
The West Tennessee 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.


Check out the varying backgrounds of some of our local leaders:

Brad Keltner is Regional Director for Modern Woodmen of America, where he focuses on leadership development, member growth, and community engagement. With more than 25 years of experience, Brad brings a strong background in financial services, relationship building, and team development. Before joining Modern Woodmen, he built a successful career in office equipment with a Fortune 500 company, where he honed his skills in service and leadership. Outside of work, Brad enjoys spending time with his wife and family, attending his daughter’s ballgames, golfing, staying active in his church, and catching up with his grown sons.

Hunter Summar
is Managing Partner for Modern Woodmen of America, where he focuses on guiding members and advisors toward financial security and community impact. With over 11 years of experience, he brings a background in installing and maintaining communication systems for first responders and agricultural businesses. Outside of work, Hunter is passionate about his faith and supporting his sons in sports.

Tina Graves is a Financial Representative with Modern Woodmen of America, bringing 16 years of experience and a background as an elementary school principal. She is passionate about helping members achieve financial security while making a positive impact in her community. Outside of work, Tina enjoys entertaining, traveling, volunteering, and spending time on her family farm.

Zach Congiardo is a Financial Representative with Modern Woodmen of America, bringing 10 years of experience and a passion for helping others achieve financial stability and purpose. A graduate of the University of Tennessee at Martin, Zach is actively involved in his church and community. Outside of work, he enjoys marching band music and spending time with his wife and their six-month-old son.

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.

Compensation: $97,000.00 - $192,000.00 per year




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Why Should You Join Us?

Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers