Jodi Nelson | Modern Woodmen Financial Representative

Jodi Nelson

FICF
Photograph of Jodi Nelson

Jodi Nelson

FICF

Managing Partner

Our financial representatives have passion and purpose. They believe in what they do. And they’re rewarded with excellent benefits, flexibility and friendships that last a lifetime. Get to know me and how we might connect.

Contact Jodi Nelson
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About me

About me

Who I am at and outside of work

I'm a member of…

the Capital City Flute Club board of directors. I’m a founding member, and I’ve served as the board secretary since July 2023. The CCFC is a nonprofit organization that serves the performance and music education needs of the greater Boise and Idaho flute community.

I'm passionate about…

helping educate others concerning their financial security, so they can make informed decisions regarding their personal and/or business finances.

In my free time you'll probably find me…

participating in the Capital City Flute Club Flute Orchestra. I love all things flute and cherish the time I get to pour into this amazing local nonprofit organization. On the second Saturday of December, we perform Christmas carols at the Idaho State Capitol rotunda with anywhere between 30 to 50 flutists from the surrounding community. The acoustics are amazing!

“Our financial representatives have passion and purpose. They believe in what they do. And they’re rewarded with excellent benefits, flexibility and friendships that last a lifetime. Get to know me and how we might connect.”

Our team

Our team

Who & how we serve

Our team includes…

me as managing partner, four full-time financial representatives, and three in the training program. We have a combined 45 years of experience with Modern Woodmen of America.

We serve members in…

not only the Treasure Valley but also across southern Idaho and eastern Oregon.

We focus on…

Helping with comprehensive planning needs. Our representatives have a wide range of knowledge and experience, and we're a full-service financial services provider.

Our current career opportunities include…

financial representative or associate financial representative. We are a growing district and always on the lookout for the right person, at the right time, to join our team.

Community impact

Community impact

How we make a difference

We feel strongly about supporting our communities at a local level. One way we're able to make a positive impact is through Modern Woodmen activities and programs. We especially enjoy:

doing Matching Fund projects with local nonprofits to help further the impact those nonprofits can make within our community.

Our philosophy on volunteering is…

rooted in Modern Woodmen’s creed. “There’s a destiny that makes us brothers (and sisters). None goes his way alone. All that we send into the lives of others, comes back into our own.”

Current insights

Have questions about what it's like to be a financial representative? Now's your chance! Drop them below, and I'll do my best to answer.

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Craving a career that’s anything but repetitive? As a Modern Woodmen financial representative, you’ll meet people from all walks of life and help them plan for the future. Sound interesting? Let's connect.

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Curious about a career as a financial representative? Here’s a glimpse into an average day. · Morning: Kick things off by responding to emails and prepping for member-client meetings. · Midday: Connect with members, build relationships and explore new opportunities through prospecting. · Afternoon: Dive into paperwork, sharpen your skills with training, and stay on top of industry knowledge. · Evening: Follow up with your members to keep plans moving forward and relationships strong. Remember: Everyone’s process is different. As you grow in your career, you’ll find your own rhythm and what works best for you!

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Been on the sidelines for a few years? No matter why you took a break – family, growth or new experiences – you haven’t lost your edge. The skills you’ve gained can translate into a successful career as a financial representative. Now’s the perfect time to jump back in and take your shot. Want to learn more? Let’s talk.

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Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
Your financial goal(s)
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How we use your information
Notice of collection for California residents
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 4546164

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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