Associate Financial Representative

Modern Woodmen of America is a member-owned fraternal benefit society that combines financial services, meaningful member benefits, and community impact.

The organization focuses on improving quality of life for members and the hometowns where they live, work, and play through financial security solutions such as life insurance, retirement planning, and other financial services.

Modern Woodmen also supports family well-being with member programs and local activities, and strengthens communities through volunteer projects that create tangible local impact. Founded in 1883, the organization’s 1,000+ representatives serve nearly 700,000 members nationwide. Applicants can expect a mission-driven culture that emphasizes service, community involvement, and long-term financial guidance.

The Associate Financial Representative is a full-time, hybrid role based in Oxford, MS, with some flexibility to work from home. This role involves meeting with individuals and families to assess their financial goals and needs, and recommending appropriate solutions in areas such as life insurance, retirement planning, and investments.

The Associate Financial Representative will prepare and present financial proposals, assist clients in understanding their options, and help implement personalized financial strategies. Day-to-day responsibilities include maintaining client relationships, following up on leads, participating in community and member events, and staying current on financial products and industry trends.

The role also includes collaborating with team members, engaging in ongoing training, and upholding compliance and ethical standards.

• Solid knowledge of Financial Planning and Retirement Planning, with the ability to help clients define goals and create tailored strategies.
• Understanding of Insurance products, including life insurance, and how they support long-term financial security.
• Foundational Finance skills, including budgeting, risk management, and basic tax considerations.
• Familiarity with Investments and asset allocation to support clients’ savings and retirement objectives.
• Strong communication and interpersonal skills, with the ability to build trust and long-term client relationships.
• Comfort with hybrid work arrangements, including in-person meetings in Oxford, MS and remote documentation or follow-up work.
• Motivation to participate in community and member events and represent a mission-driven organization.
• Bachelor’s degree in finance, business, economics, or a related field preferred; relevant licenses or willingness to obtain required state and industry licenses is beneficial.