Seasoned Financial Professional

Polk Region - Modern Woodmen of America

Seasoned Financial Professional

Winston-Salem, NC
Full Time
Paid
  • Responsibilities

    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

    About Daniel Polk - Regional Director: Daniel Polk has been a dedicated member of Modern Woodmen of America since 2012, bringing over a decade of expertise and commitment to serving his clients and team. Before beginning his journey with MWA, Daniel showcased his discipline and teamwork on the field as a professional football player in the German Football League. This experience instilled in him a strong work ethic and a passion for helping others achieve their goals, which he carries into his professional life.

    As a regional director, Daniel is deeply committed to his personal mission of helping individuals and families live lives of abundance—both at home and professionally. He takes pride in ensuring that clients' needs are met with tailored planning and innovative solutions to help them realize their dreams and navigate life’s financial challenges.

    Outside of work, Daniel treasures his time with his young children and loves creating memories with his wife and friends. Whether boating at the lake, enjoying a round of golf, hunting, or relaxing on the beach, he finds joy in the simple pleasures of life.

    Daniel’s leadership and dedication make him an invaluable part of the Modern Woodmen family, inspiring his team and clients alike to pursue their best lives with confidence and purpose.

    About Modern Woodmen of America: Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.

    Follow this link to learn more about the path to leadership at Modern Woodmen of America: https://www.modernwoodmen.org/careers/leadership-and-advancement/

    Position Overview: As a Financial Professional at Modern Woodmen, you play a vital role in addressing members' financial needs, demonstrating leadership in the community, and driving the growth of the local office. Our Region provides an exciting opportunity to make a significant impact on the financial well-being of individuals and families in the local communities we serve.

    Key Responsibilities:

    Serve members' financial needs by providing tailored financial solutions.

    Exemplify leadership in the community through active involvement and engagement.

    Drive the growth of the local office by recruiting, training, and developing financial representatives.

    Build and nurture a high-performing team to contribute to the success of Modern Woodmen.

    Qualifications:

    Life License (required or willingness to quickly reinstate/obtain)

    SIE, 6, 63, 26 OR 7, 63, 24 (required to obtain if not active)

    Strong community connection

    Leadership skills and effective communication ability

    Strong background in sales or customer service

    Unique Fraternal Component: Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.

    Benefits:

    Competitive compensation package

    Opportunity for personal and professional growth

    Fraternal programs and activities to enhance quality family life

    Involvement in local volunteer projects and community impact

    Supportive and open communication culture

    Full competitive benefits package, including retirement

    Training and Development:

    You will receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, our Region is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until you achieve self-sufficiency in both skills and development.

    Upward Mobility:

    You will have the potential to advance their careers and grow their own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry.

    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 clear away financial burdens for families and contribute to the growth and success of the Region.

    Flexible work from home options available.