Wealth Consultant with Military Background

Benefits:

• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• 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 Koerselman Region of 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 experience, strategic thinking, adaptability, and resilience, into 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, 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:

Patrice McCann-Koerselman - Regional Director:

• Started with MWA: January 1996
• Before MWA: Sold furniture.
• Personally: Enjoys spending time with family and friends, relaxing at the lake or in my pool, gardening, and biking. Her favorite sports team is the Washington Commanders.

Jessica Koerselman - Financial Representative:

• Started with MWA: January 2025
• Before MWA: Worked for American Family Insurance as a sales and service representative, selling home, auto, and life insurance while assisting clients in person and over the phone.
• Personally: Loves spending time with family and friends, especially at the lake during the summer. Also enjoys playing golf and pickleball. Cheers on the Minnesota Vikings during football season and loves traveling as much as possible—with a goal to visit all 50 states!

Andrew Koerselman - Financial Representative:

• Started with MWA: Fall 2024 (full-time January 2025)
• Before MWA: Worked as a teller at a credit union.
• Personally: Passionate about spending time with family (mom, dad, and sister) and friends. Enjoys fishing at the lake, being outdoors, and cheering on his favorite teams—the Minnesota Vikings, Minnesota Wild, Minnesota Timberwolves, and the New York Yankees.

Follow this Link to Learn more about Patrice and Her Team: https://reps.modernwoodmen.org/pmccann-koerselman

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 Koerselman 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:

• Resources aligned to help you recruit, train, and develop a 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 have a willingness to consider a significant investment to support the transition of the right individual to fill 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.