Banking & Finance

Financial Representative - Seeking Growth

Mason District - Modern Woodmen of America

Remote · Or · United States

Dental insurance
Health insurance
Training & development
The Mason District of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.
Check out the varying backgrounds of some of our local leaders:
Outside of work, Tobin enjoys spending time outdoors, traveling with his family, and coaching Little League baseball. His passion for people and community shines through both in and out of the office.
Lynn Walstad has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his children’s activities and helps run a family pheasant hunting business in the fall.
Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. Adam was drawn to MWA’s fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.
Sarah May has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. 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.Modern Woodmens 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. 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.
The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
This position is compensated through commissions and performance-based incentives. Exclusive training/development with experienced financial services professionals supporting you.
Strong benefits and retirement package.
Dental, health, and vision insurance
Flexible schedule
Life insurance
Required Financial Licenses:
Flexible work from home options available.

Reference: 4487_21663615

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