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Financial representative

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Modern Woodmen of America
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Financial Representative

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

About the role

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.

Key Responsibilities
  • Provide financial guidance and products to help members protect their families and their futures.
  • Offer products that fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs.
  • Build and strengthen relationships, allowing for membership growth and greater community impact.
About you
  • Show integrity and character.
  • Demonstrate leadership skills.
  • Team-oriented.
  • Results-driven focus.
  • Have overcome adversity.
  • Grow by helping others.
  • Show volunteer spirit in the community.
  • Enjoy building long-term relationships.
  • Credible, trustworthy, and honest.
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.
Education & 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.

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.

Oklahoma City, OK $60,000.00–$80,000.00

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