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Modern Woodmen of America is a fraternal financial services organization founded in 1883. Serving members across the United States, it provides life insurance, annuities, investments, financial planning, retirement and estate planning, and employee benefits. The organization operates without stockholders and combines member-focused financial services with community initiatives, including grants, local programs, and educational resources.
Entry-Level Financial Advisor – Modern Woodmen of America, Hybrid
Guide Modern Woodmen members in evaluating insurance needs and securing suitable coverage. Develop community relationships through referrals, networking, and philanthropic involvement.
Description
- Assess client members’ insurance needs and recommend suitable coverage
- Deliver responsive customer service by handling questions and resolving issues efficiently
- Grow and sustain a client-member network through referrals, networking events, and community involvement
- Complete ongoing training and professional development to keep pace with industry changes and strengthen sales capabilities
- Achieve or surpass business development targets
- Help individuals and communities through financial services and philanthropic efforts
Requirements
- Collaborative team player
- Enthusiastic approach
- Positive outlook
- Self-directed and proactive
- Committed to the community
- Open to coaching
- Driven to achieve goals
- Prepared to obtain a state insurance license
- College degree preferred but not required
- Prepared to secure all licenses required for the role
Benefits
- 401(k) plan
- 401(k) employer matching
- Company-sponsored events
- Dental insurance
- Flexible scheduling
- Health insurance
- Opportunities for career advancement
- Training and development
- Vision insurance
- Potential access to client-member leads
- Exclusive training and development with the supporting financial services professional
- Culture centered on mutual support and professional growth
- Opportunities to earn respected credentials and recognition
- Ongoing potential to increase income and develop professionally
- Comprehensive benefits and retirement package
- Life insurance
- Professional development support
- Referral program
- Mentorship program covering essential fundamentals for new agents
- Continuing specialized training
- Dedicated in-house administrative support
- Career advancement opportunities
- Collaboration with high-performing peers