Wealth Consultant with Military Background

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Home office stipend

Opportunity for advancement

Training & development

Vision insurance

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Beck Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.

About Modern Woodmen of America :

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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.

The Backbone of Our Success, Our Local Leaders :

Jeremy Beck - Regional Director

• Personal Background : Devoted father of two boys and husband; found his passion for financial services at age 13 after seeing a representative help his father succeed through financial planning.
• Outside Interests : Enjoys coaching and playing soccer, spending much of his free time on the field with his sons.
• Professional Journey : Began his career with Modern Woodmen in a corporate role; recently shifted to align his passions more closely with the field, bringing experience from various competitor companies.
• Core Values : Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill.
• Vision at Modern Woodmen : Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Jim Schoeck - Managing Partner :

• Managing Partner with Modern Woodmen for over 20 years.
• Jim was formerly a jewelry salesperson.
• Personally : Experienced distance runner, dedicated family man, and recipient of the District Growth Award in 2023.

Kraigg Knary - Financial Representative :

• Transitioned to Modern Woodmen one year ago with a background in P&C insurance.
• Well-connected in Moline, IL, 3 daughters and 3 grandkids. Kraigg's wife has a successful career at John Deere.
• He is a strong manager evolving into a mentor, passionate about helping others succeed, and enjoys outdoor activities like riding his side-by-side.

Jason McPeak - Financial Representative :

• Starting at Modern Woodmen on May 1st, 2024 and promoting quickly.
• Based in Bloomington, IL, with a history of success in insurance.
• Driven individual with aspirations to grow into a leadership role within the company.

Why Choose Modern Woodmen of America :

• Culture of Excellence : Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
• Growth Through Leadership : Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
• Top-Notch Training : Access proven business plans, mentorship, and tools to succeed from day one.
• Exceptional Earning Potential : Achieve financial success and career advancement while helping others do the same.
• Leadership with Impact : Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.

About the Role :

We are looking for passionate and driven individuals to join our team as Financial Representatives in the Beck Region. In this role, you will :

• Provide tailored financial solutions to meet the needs of our members
• Build and maintain strong relationships within the community
• Engage in community service and outreach programs
• Support the growth and development of the local office under the guidance of our local team

Perks / Benefits :

• Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
• Resources aligned to support you to recruit, train and develop the team of talented professionals
• Exclusive training / development with the financial services professional 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

We are willing to consider a significant investment to support the transition of the right individual into this role and invest in their growth.

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 ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.