Financial Representative - Former Educators​/Coaches

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Teaching/Coaching Expertise to Financial Services with Modern Woodmen of America!

Are you an educator or coach interested in exploring a new career path? The Smith Region of Modern Woodmen of America invites professionals from the education and coaching fields to consider how their communication skills, mentorship experience, and passion for helping others can align with a career in financial services as a Financial Representative. This role offers fresh opportunities for personal growth, increased income potential, and long‑term professional impact.

Here’s why many former educators and coaches have found success in making this meaningful transition:

• Strong Interpersonal and Communication
  
  Skills:
  
  Educators and coaches are natural communicators who excel at breaking down complex topics—an essential skill for guiding clients through financial decisions with clarity and confidence.
• Commitment to Helping Others Succeed: Just as they’ve supported students or athletes in reaching their potential, they thrive in financial services by helping clients set, pursue, and achieve meaningful financial goals.
• Discipline and Goal Orientation: Coaching and teaching require planning, consistency, and tracking progress—transferable skills that align perfectly with the structured approach needed for financial planning and long‑term client relationships.
• Trust and Relationship Building: Coaches and educators often serve as trusted mentors; that ability to build rapport and earn trust is invaluable in fostering lifelong client relationships in financial services.

Our offices are located at:

• 3010 LBJ Fwy, Dallas, TX 75234
• 110 Greenhill Lane, Fate, TX, United States
• 7300 TX‑121 Ste 300, McKinney, TX 75070

Meet Our Local Leaders:

Tim Smith, Regional Director:

• Background:
  Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes.
• Personal Milestone:
  Husband and father who loves spending time with his family.
• Vision:
  Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.

Roque Moreira:

• Role:
  Manager based in Dallas.
• Background:
  Previously in management with a competitor before joining MWA in November last year.
• Personal:
  Family-oriented LDS member with three boys, actively involved in church and community.
• Passion:
  Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.

Jackson Hauser:

• Role:
  Managing Partner (MP) based in Dallas.
• Background:
  Joined MWA after graduating from TCU in 2016, always aspired to work in a client‑facing role.
• Personal:
  Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup.
• Office:
  Leads a team of three in Dallas.

Tim Eaton:

• Role:
  Managing Partner (MP) in Denton.
• Background:
  Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans.
• Personal:
  Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.

Meghann Moon:

• Role: FIC Investment Advisor Representative, Sr. Advisor.
• Background:
  Previously in Hospitality Sales & Management for about 17 years.
• Personal:
  Enjoys cooking, reading, traveling, and spending time with her husband and two pets.

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…