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Financial Representative - Seeking Growth

Port Charlotte, FL $97k - $192k/yr Full time Posted 4h ago

Job Description

Role: Financial Representative – Seeking Growth

Location: Port Charlotte, FL

Company: Modern Woodmen of America

Benefits

  • 401(k) with company matching
  • Performance-based bonus
  • Company parties and events
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training and development
  • Vision insurance

Opportunity in the Glosson Region

The Glosson Region of Modern Woodmen is actively seeking a Financial Representative to drive ongoing regional growth. This role is well-suited for someone who already holds the appropriate state licensing or is prepared to obtain it quickly, with a motivation to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and contribute to building a growing team, this position offers a compelling opportunity.

Discover Modern Woodmen's impact in your community at Community Impact | Modern Woodmen. The organization emphasizes fraternal, social, volunteer, and educational activities for adults and kids.

Local Leaders Profiles

Jarrett Glosson, Regional Director

  • Year Started with MWA: March 2007
  • Prior to MWA: Worked in media sales for Charter Media (now Spectrum), focusing on business-to-business sales and airtime
  • Passionate About: Active in his church, married to Autumn for 22 years, and father to Benson the miniature Bernedoodle. He enjoys travel, having visited 16 countries with Italy as his favorite. He is committed to self development and supports the Tennessee Titans.

Christopher Schults, Financial Representative

  • Year Started with MWA: February 2016
  • Prior to MWA: Operated his own cabinet business and volunteered as a firefighter
  • Passionate About: Active in his church, husband to Alicia, father of three daughters. He combines golf with fraternal work to support his community. He is a Tampa Bay Buccaneers fan and enjoys working out. A Florida native who values family and community.

Lenny Cannova, Financial Representative

  • Year Started with MWA: February 2014
  • Prior to MWA: Owned a pizza shop
  • Passionate About: Husband to Lynn, father to two daughters and grandfather to his grandchildren. He enjoys golf, boating, and motorized projects such as motorcycles, ATVs, and jet skis. A member of a boat club, he loves time on the water and is a Chicago Bears fan.

Kristina Ribali, Managing Partner

  • Year Started with MWA: March 2020
  • Prior to MWA: Worked in nonprofit and donor relations
  • Passionate About: Kristina and her husband JD helped establish a campus for their church and are devoted to serving the community. They support the BizKidz program to mentor children and help them lead and succeed.

About Modern Woodmen

Modern Woodmen is about people. Created for our members, owned and operated by them as well. We are a member-owned fraternal financial services organization, working together for each other, for our families, and for the communities we love. With more than 700,000 members, we have been touching lives and securing futures since 1883. Our financial strength rests on a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, we focus on high-quality, diversified investments rated highly by industry analysts. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to providing additional protection for members and ensuring long-term stability.

The Role of a Financial Representative

As a Financial Representative at Modern Woodmen, you address members' financial needs, demonstrate leadership in the community, and support the 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 and Benefits

Starting income ranges from $97,000 to $192,000+ depending on experience and outcomes. You will receive exclusive training and development with seasoned financial services professionals. Enjoy an environment of mutual support and growth, opportunities to earn prestigious credentials, and ongoing opportunities to increase income and advance professionally. Benefits include a strong retirement package, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, and a referral program.

Qualifications

We seek individuals who are team spirited, enthusiastic, and maintain a positive attitude when facing challenges. A competitive nature or prior athletic experience (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, triathlon, golf, tennis, pickleball, coaching, athletic training, or fitness training, etc.) is a plus. We value authenticity and a genuine drive to contribute and achieve goals.

  • Required Active Financial Licenses:
    • SIE Certification or willingness to quickly obtain
    • Life/Health License or willingness to quickly obtain

Deadline: Applications should be submitted promptly as this position tends to fill quickly.

Flexible work from home options are available.

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