Financial Advisor - Entry Level

Walker Region - Modern Woodmen of America; Jacksonville (FL); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Flexible schedule

Training & development

Strong income opportunity (commission based)

Strong benefits and retirement package

Job summary

Walker Region - Modern Woodmen of America in Jacksonville, Florida is inviting passionate individuals to build a rewarding career as holistic financial planners. This role emphasizes helping others achieve financial growth while working in a supportive environment.

The ideal candidates thrive on competition and teamwork, with responsibilities including member consultations, outstanding customer service, network building, and continuous professional development. Flexible work-from-home options are available, along with a robust benefits package.

Qualifications

• Must have a willingness to obtain state insurance license.
• A strong desire to help others achieve financial protection and growth.

Responsibilities

• Meet with client members to assess their insurance needs.
• Provide exceptional customer service and resolve client issues.
• Build and maintain a network through referrals and community engagement.
• Participate in ongoing training and professional development.
• Meet or exceed business development goals.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

Education

College degree (preferred, not required)

Job description

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

Are you someone who thrives on competition, teamwork, and achieving excellence? The Walker Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference in the lives of our members and communities. If you’re ready to take on new challenges, grow your career, and make a lasting impact, we’d love to connect with you.

At the Walker Region of Modern Woodmen of America, our mission is to enhance the quality of life for our members, their families, businesses, and the communities we serve. We achieve this by combining Modern Woodmen’s trusted systems, products, services, and strong tradition of fraternalism with a commitment to teamwork, integrity, and servant leadership. With the Walker Region, you’ll play a vital role in representing these values, becoming the face of Modern Woodmen in your community and helping make it a household name through genuine connection and service.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck

About Modern Woodmen

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

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 sales skills.
• Target Achievement: Meet or exceed business development goals.

Perks/Benefits

• Strong income opportunity (commission based)
• Potential to earn client member leads
• Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
• Exclusive training/development with the financial services professional supporting you
• An environment and culture of mutual support and growth
• Attainment of prestigious credentials and recognition
• Consistent opportunities for growing your income and character
• Strong benefits and retirement package
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program

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)

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.