Financial Representative - Omaha jobs in United States
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Modern Woodmen of America · 7 hours ago

Financial Representative - Omaha

Modern Woodmen of America is a fraternal financial services organization dedicated to strengthening futures and communities. As a Financial Representative, you will provide personalized financial guidance to help individuals and families achieve long-term financial security while actively engaging in community activities.

FinanceFinancial ServicesLife Insurance

Responsibilities

Providing personalized financial guidance and product solutions
Working with new and existing members to understand their needs
Networking and building relationships throughout the community
Continuously prospecting and securing appointments
Participating in mentor-led client meetings
Asking for introductions and building referral networks
Actively engaging in community and fraternal activities

Qualification

Financial guidanceRelationship buildingSales experienceCustomer serviceEntrepreneurial mindsetCommunity involvementCommunication

Required

Must live in or around Lincoln, Omaha, or surrounding areas
Entrepreneurial and self‑motivated
Community‑minded and relationship‑driven
A strong communicator who enjoys meeting new people
A team player with a service‑oriented mindset

Preferred

College degree
Experience in sales, customer service, banking, or financial advising

Benefits

Medical, dental & vision insurance — paid for
401(k) with company match
Pension plan
Group term life insurance
Incentive trips, prizes, and performance rewards
Flexibility, autonomy, and a supportive team environment
401(k)
401(k) matching
Flexible schedule
Life insurance
Retirement plan

Company

Modern Woodmen of America

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Modern Woodmen of America is a fraternal financial services organization.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Lyphout
President and Chief Executive Officer
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Todd Swanson
Chief Financial Officer
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Company data provided by crunchbase