Financial Planner Entry Level

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

Are you a former athlete or someone who thrives on competition, teamwork, and achieving excellence? The New England Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference in the lives of our members and communities. If you’re ready to take on new challenges, grow your career, and make a lasting impact, we’d love to connect with you.

At the New England Region of Modern Woodmen of America, our mission is to grow and develop a strong team of financial representatives whose passion, integrity, and character drive meaningful impact. By expanding our field force, we not only increase membership but also improve the quality of life for more families, businesses, and communities across the region. Through hands-on training and leadership development, we aim to elevate the New England Region from good to great, striving to become one of the top fraternal regions in the nation while giving back and strengthening the communities we proudly serve.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America :

About Modern Woodmen :

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re 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, we’ve 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.

Meet Our Team :

Timothy Graham is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful impact through personalized financial guidance and community involvement. With over 25 years of experience in the financial industry, Timothy began his career in 1999 with AXA / Equitable, specializing in the 403(b) market and helping educators and staff prepare for retirement. His leadership is defined by genuine connection, consistency, and a deep passion for helping others achieve financial security. Outside of work, Timothy enjoys spending time with family and friends and loves boating and fishing on Sebago Lake and Little Sebago Lake.

Matthew Nadeau is a Managing Partner with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful difference through financial guidance and community involvement. Before joining Modern Woodmen in 2021, Matthew spent 15 years in healthcare administration and government operations, building strong leadership and organizational skills. He holds a Bachelor of Science in Athletic Training and is currently completing his MBA at Southern New Hampshire University. Outside of work, Matthew enjoys spending time with family and pursuing his passions for hunting, snowmobiling, and exploring the outdoors of Maine.

Carter Bruce is a Financial Representative with Modern Woodmen of America, where he focuses on helping individuals and families achieve their financial goals through personalized guidance and community involvement. He has been with Modern Woodmen for three years and previously gained experience in retail management and customer service. Outside of work, Carter enjoys spending time with his fiancée, Madison, and their cat, Maevis, as well as watching sports and staying active at the gym.

Role Responsibilities :

Member Consultation : Meet with client members to assess their insurance needs and recommend appropriate coverage.

Customer Service : Provide exceptional customer service, addressing client inquiries and resolving issues promptly.

Networking : Build and maintain a network of client members through referrals, networking events, and community engagement.

Training and Development : Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.

Target Achievement : Meet or exceed business development goals.

Perks / Benefits :

Strong income opportunity

Potential to earn client member leads

Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own 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

Qualifications : Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Athletic background (bonus)

Military background (bonus)

Goal-Driven

Willingness to obtain state insurance license

College degree (preferred, not required)

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.