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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)
Help Modern Woodmen members evaluate insurance needs and plan for stronger financial futures. Build community relationships, support clients, and work toward business development goals.
Description
- Meet with member clients to evaluate insurance needs and recommend suitable coverage
- Deliver responsive customer service by answering questions and resolving concerns promptly
- Develop and sustain a client 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
Requirements
- Collaborative team contributor
- Enthusiastic approach to the work
- Positive and constructive attitude
- Self-directed and proactive work style
- Commitment to serving the community
- Open to coaching and feedback
- Motivated by measurable goals
- Willingness to obtain a state insurance license
- College degree preferred but not required
- Willingness to secure all licenses required for the role
Benefits
- 401(k) plan
- 401(k) matching
- Company-sponsored events
- Dental insurance
- Flexible scheduling
- Health insurance
- Opportunities for 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 growth
- Opportunities to earn prestigious credentials and recognition
- Ongoing opportunities to increase income and develop character
- Comprehensive benefits and retirement package
- Life insurance
- Professional development assistance
- Referral program
- Mentorship program covering essential fundamentals for new agents
- Continuing specialized training
- Dedicated in-house administrative support
- Career advancement opportunities
- Collaboration with highly productive peers
- Flexible work-from-home options