Financial Representative - Seeking Growth

Opportunities for a Financial Representative in the Polk Region to assist Raleigh area members with financial planning, demonstrate community leadership, and support local office growth, with annual earnings potential from $97,000 to $192,000.

Responsibilities

• Help members address their financial needs
• Demonstrate leadership within the local community
• Support ongoing growth of the nearby office
• Over time, have the chance to recruit, train, and develop other financial representatives, contributing to team success

Requirements

• Team oriented, enthusiastic, and maintains a positive attitude when facing challenges
• Competitive mindset or history as an athlete is a plus (examples include basketball, baseball, football, soccer, track, running, hockey, etc.)
• Genuine, authentic, with drive to contribute and achieve goals
• SIE Certification or willingness to obtain quickly
• Life or Health license or willingness to obtain quickly

Benefits

• 401(k) plan with matching
• Performance-based bonus
• Company parties and events
• Dental insurance
• Flexible scheduling
• Health insurance
• Vision insurance
• Career advancement opportunities
• Training and professional development
• Starting income range of $97,000 to $192,000+, depending on experience and results
• Culture of mutual support and growth
• Opportunity to earn prestigious credentials and recognition
• Consistent opportunities to grow both income and character
• Comprehensive benefits and retirement package
• Life insurance coverage
• Professional development assistance
• Referral program

The Role of Financial Representative

As a Financial Representative at Modern Woodmen, you address members’ financial needs, demonstrate leadership in the community, and support the local office’s ongoing growth. The position may evolve to include recruiting, training, and developing additional financial representatives, contributing to the overall success of the team.

Leadership Profiles

Daniel Polk - Regional Director

Personal background: Devoted husband and father; played professional football in the German Football League prior to joining Modern Woodmen in 2012. Outside interests include playing with his young kids, boating on the lake, hunting, and golf. Vision for Modern Woodmen: A supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Zach McDowell - Managing Partner

Career path: Began his Modern Woodmen career in 2015 after working as a chemical engineer for Merck and Biogen. Personal notes: Enjoys time with his wife and two daughters, golfing, fishing, and traveling.

Shaye Polk - Financial Representative

Background: Joined Modern Woodmen in 2022; previously spent 16 years as an adult medicine physician assistant with a practice serving about 700 patients. Personal interests include watching football, tailgating, playing golf, and exploring new restaurants.

Clay Lockamon - Financial Representative

Career start: Began with Modern Woodmen in 2019. College baseball player at UNC Wilmington before joining MW. Personal focus: Being a father, spending time with his daughter, boating, duck hunting, golfing, and time with friends.