M

Financial Representative with Mentorship

salary Salary :

$67,000 - 126,000 yearly

icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
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Job Description - Financial Representative with Mentorship



Benefits:


  • Retirement

  • Company parties

  • Dental insurance

  • Flexible schedule

  • Health insurance

  • Opportunity for advancement

  • Training & development

  • Vision insurance





About Modern Woodmen of America: Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.

Meet Our Team:


Patrice McCann-Koerselman – Regional Director
Patrice began her career with Modern Woodmen in January 1996, bringing experience from a background in furniture sales. As a Regional Director, she is passionate about building relationships, developing leaders, and making a positive impact in the community. Outside of work, Patrice enjoys spending time with family and friends, relaxing at the lake or in her pool, gardening, and biking. She's also a dedicated fan of the Washington Commanders.



Jessica Koerselman – Financial Representative
Jessica joined Modern Woodmen in January 2025 after working as a sales and service representative with American Family Insurance. Her background in insurance and customer service helps her connect with members and support their financial goals. In her free time, she enjoys spending time with loved ones, going to the lake in the summer, playing golf and pickleball, and traveling. A big football fan, Jessica proudly cheers for the Minnesota Vikings and hopes to visit all 50 states.



Andrew Koerselman – Financial Representative
Andrew came on board full time in January 2025 after initially joining in the fall of 2024. Prior to that, he worked as a teller at a credit union, where he developed a passion for helping people with their finances. Andrew values time with his family—especially his parents and sister—and enjoys fishing, the outdoors, and sports. His favorite teams include the Minnesota Vikings, Wild, Timberwolves, and the New York Yankees.



Follow this Link to Learn more about Patrice and Her Team: https://reps.modernwoodmen.org/pmccann-koerselman


Position Overview: As a Financial Professional at Modern Woodmen, you play a vital role in addressing members' financial needs, demonstrating leadership in the community, and driving the growth of the local office. Our Region provides an exciting opportunity to make a significant impact on the financial well-being of individuals and families in the local communities we serve.

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.

Qualifications: 

  • Life License (required or willingness to quickly reinstate/obtain)

  • SIE, 6, 63, and 26 OR 7, 63, 24 (required to obtain if not active)

  • Strong community connection 

  • Leadership skills and effective communication ability

  • Strong background in sales or customer service


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.


Benefits:

  • Competitive compensation package 

  • 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

  • Full competitive benefits package, including retirement


Training and Development: 
You will receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, our Region is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until you achieve self-sufficiency in both skills and development.

Upward Mobility:
You will have the potential to advance their careers and grow their own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry. 

Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us clear away financial burdens for families and contribute to the growth and success of the Region.


Flexible work from home options available.



Compensation: $67,000.00 - $126,000.00 per year






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