Financial Representative - Seeking Growth

Position Overview

Based in Raleigh, North Carolina, the Polk Region of Modern Woodmen of America is actively seeking a Financial Representative to drive ongoing growth in the region. This opportunity is well-suited for someone who already holds the required state license 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 expanding team, this role could be a strong fit.

Compensation and 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
• Life insurance

Starting income ranges from $97,000 to $192,000 or more, depending on experience and results.

Organization Overview

Modern Woodmen is a member driven fraternal financial services organization focused on people. Created for our members and owned by them, we are dedicated to supporting families and communities. With more than 700,000 members, we have touched lives and secured futures since 1883. Our financial strength rests on a robust asset base of $17.14 billion, supported by a prudent investment strategy and high ratings from A.M. Best and KBRA. A surplus of $2.42 billion and a solvency ratio of 116.41% reflect our commitment to long-term stability for members. We emphasize a judgment-free environment that empowers families to build better lives and encourages involvement in community, education, and fraternal activities. Modern Woodmen operates as a member-owned organization, dedicated to serving people and communities you care about. Learn about the local impact here: Community Impact | Modern Woodmen, which highlights fraternal, social, volunteer, and educational activities for adults and kids.

Role and Growth Opportunities

As a Financial Representative, you address members’ financial needs, demonstrate leadership in the community, and support the continued growth of the local office. Over time, the role can expand to recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

Local Leadership Profiles

• Daniel Polk — Regional Director

  Personal background: devoted father and husband; played professional football in the German Football League before joining Modern Woodmen in 2012. Outside interests include time with family, boating on the lake with wife and friends, hunting, and golf. Vision: finds a supportive home in a region that prioritizes people, provides a judgment-free environment, and empowers families to improve their lives.

• Zach Mcdowell — Managing Partner

  Joined Modern Woodmen in 2015. Former chemical engineer for Merck and Biogen before joining MW. Personal: enjoys time with his wife and two daughters, golfing, fishing, and traveling.

• Shaye Polk — Financial Representative

  Joined Modern Woodmen in 2022. Previously spent 16 years as an adult medicine physician assistant with a practice of about 700 patients. Personal: enjoys football, tailgating, golfing, and exploring restaurants.

• Clay Lockamon — Financial Representative

  Started with Modern Woodmen in 2019. Former college baseball player at UNC Wilmington before joining MW. Personal: enjoys fatherhood, boating, duck hunting, golfing, and time with friends.

About Modern Woodmen

Modern Woodmen emphasizes people first. Created for and owned by its members, the organization supports families and communities through fraternal and financial services. With more than 700,000 members, Modern Woodmen has been delivering impact and security since 1883. The firm maintains a strong financial foundation, including a sizable asset base, a substantial surplus, and a solvency ratio that reflects long-term stability. The organization is guided by a culture that prioritizes people and community involvement, offering a supportive environment for members and staff alike.

Qualifications

• Team spirited, enthusiastic, and maintain a positive attitude in the face of challenges
• A competitive mindset or experience as an athlete (various sports backgrounds are listed as a bonus)
• Authentic and genuine, with drive to contribute and achieve goals

Required Active Financial Licenses:

• SIE Certification or willingness to obtain quickly
• Life and Health License or willingness to obtain quickly

Deadline: Apply soon, as this position tends to fill quickly. Flexible work from home options are available.