Commission-Based Insurance & Financial Planner (Flexible)

Wisconsin Region - Modern Woodmen of America; Milwaukee (WI); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Commission-based earnings

Client leads

Professional development

Mutual support culture

Credential opportunities

Income growth opportunities

Retirement benefits

Dental, health, and vision insurance

Flexible schedule

Life insurance

Training assistance

Referral program

Job summary

The Wisconsin Region of Modern Woodmen of America is seeking driven professionals to build careers as holistic financial planners who help members achieve financial protection and growth. You’ll join a collaborative team that provides tools, training, and mentorship to grow your practice while serving communities.

As a representative, you’ll consult members, deliver exceptional service, network for referrals, and pursue ongoing training to exceed development goals.

Qualifications

• Team-oriented mindset and collaborative approach.
• Enthusiastic, with a positive attitude and drive to succeed.
• Self-starter who can work independently and in teams.
• Willingness to obtain a state insurance license; college degree preferred but not required.

Responsibilities

• Meet with client members to assess insurance needs and recommend coverage.
• Provide exceptional customer service and resolve client inquiries.
• Network to build and maintain a referral-based client base.
• Participate in ongoing training and professional development.
• Aim to meet or exceed business development goals.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

Willingness to obtain state insurance

Education

College degree (preferred)

State insurance license willingness

Job description

The Wisconsin Region of Modern Woodmen of America is seeking driven professionals to build careers as holistic financial planners who help members achieve financial protection and growth. You’ll join a collaborative team that provides tools, training, and mentorship to grow your practice while serving communities.

As a representative, you’ll consult members, deliver exceptional service, network for referrals, and pursue ongoing training to exceed development goals.