Financial Advisor with Management Skills

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

Transition Your Management Expertise to Financial Services – A Pathway to Leadership with the New England Region of Modern Woodmen of America!

Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.

Leverage Your Leadership Expertise : Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.

Build Meaningful Relationships : Just as you’ve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.

See the Impact of Your Work : In management, you’ve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.

Unlock Unlimited Growth Potential : Unlike traditional management roles, your growth here isn’t capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.

Meet Our Team :

Timothy Graham is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful impact through personalized financial guidance and community involvement. With over 25 years of experience in the financial industry, Timothy began his career in 1999 with AXA / Equitable, specializing in the 403(b) market and helping educators and staff prepare for retirement. His leadership is defined by genuine connection, consistency, and a deep passion for helping others achieve financial security. Outside of work, Timothy enjoys spending time with family and friends and loves boating and fishing on Sebago Lake and Little Sebago Lake.

Matthew Nadeau is a Managing Partner with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful difference through financial guidance and community involvement. Before joining Modern Woodmen in 2021, Matthew spent 15 years in healthcare administration and government operations, building strong leadership and organizational skills. He holds a Bachelor of Science in Athletic Training and is currently completing his MBA at Southern New Hampshire University. Outside of work, Matthew enjoys spending time with family and pursuing his passions for hunting, snowmobiling, and exploring the outdoors of Maine.

Carter Bruce is a Financial Representative with Modern Woodmen of America, where he focuses on helping individuals and families achieve their financial goals through personalized guidance and community involvement. He has been with Modern Woodmen for three years and previously gained experience in retail management and customer service. Outside of work, Carter enjoys spending time with his fiancée, Madison, and their cat, Maevis, as well as watching sports and staying active at the gym.

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.

Benefits : 401(k)

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

Target Achievement : Meet or exceed business development goals

Qualifications : Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Athletic background (bonus)

Military background (bonus)

Goal-Driven

Willingness to obtain state insurance license

College degree (preferred, not required)

Role Responsibilities :

Member Consultation : Meet with client members to assess their insurance needs and recommend appropriate coverage.

Customer Service : Provide exceptional customer service, addressing client inquiries and resolving issues promptly.

Networking : Build and maintain a network of client members through referrals, networking events, and community engagement.

Training and Development : Participate in ongoing training and professional development to stay current with industry changes and enhance skills.

Deadline : Apply soon as this position will go fast.

Flexible work from home options available.