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DeZordo Region - Modern Woodmen of America

Financial Representative - Entry Level

Entry-Level JobVerifiedNo experience needed

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$68,501 / year median in the U.S.

-10% projected decline

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Job Description

Benefits:
401(k) 401(k) matching Company parties Dental insurance Health insurance Opportunity for advancement Training & development Vision insurance The DeZordo 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.
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.
Meet Our Regional Director:
Travis DeZordo:
Regional Director and Financial Advisor, FIC, with Modern Woodmen, and has been in this role for 7 years. Prior to entering financial services, Travis spent several years in education as a high school teacher, instructing AP U.S. History and Human Geography, while also coaching football and tennis. These experiences shaped his leadership style and strengthened his ability to communicate, mentor, and help others reach their goals—skills that continue to guide his work today. Outside of work, Travis is most passionate about his family. He and his wife, Jessie, share a love for travel, discovering great food, and enjoying a good glass of wine, while Travis and their 11-year-old daughter, Sofia, are currently on a shared Taekwondo journey working toward their black belts. A lifelong sports fan, Travis is also a devoted supporter of the Ohio State Buckeyes.
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:
This position is compensated through commissions and performance-based incentives. Based on historical results, representatives may earn approximately $97,000-$192,000 annually; actual earnings vary and are not guaranteed. 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 Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
Required Financial Licenses:
SIE Certification or Willingness to Quickly Obtain Life/Health License or Willingness to Quickly Obtain Flexible work from home options available.

Benefits

  • 401(k) Plans
  • Professional Development
  • Health Insurance
  • Dental Insurance