Financial Advisor - Training Provided

Lee Region - Modern Woodmen of America; Winfield (AL); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Commission-based earnings

Leads provision

Exclusive training

Supportive culture

Credential recognition

Income growth opportunities

Benefits and retirement

Dental, health, vision

Flexible schedule

Life insurance

Professional development assistance

Referral program

Job summary

Lee Region - Modern Woodmen of America in Alabama is seeking a driven Financial Advisor to help families and businesses secure their financial futures. You’ll meet with client members to assess needs, provide guidance, and build lasting relationships within a supportive team.

We offer a commission-based opportunity with qualified leads, robust training, and a flexible schedule to support professional growth and community involvement across Alabama.

Qualifications

• Team-oriented and enthusiastic individuals.
• Positive attitude and coachable mindset.
• Willingness to obtain state insurance license.
• College degree preferred but not required.

Responsibilities

• Meet with client members to assess needs and recommend coverage.
• Provide exceptional customer service and resolve inquiries.
• Network to build referrals and community engagement.
• Participate in ongoing training and development.
• Aim to meet or exceed business development goals.

Skills

Team oriented

Enthusiastic

Positive attitude

Self-starter

Community focused

Coachable

Goal driven

Insurance license

College degree

Education

College degree

Job description

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Are you someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Lee Region at Modern Woodmen of America is ready to add a new Financial Advisor to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region.

At Lee Region - Modern Woodmen of America, our vision is to build a thriving team dedicated to strengthening families and businesses across Alabama by providing clarity, guidance, and financial security. We believe lasting success begins with relationships, and our mission is rooted in serving others with integrity, compassion, and purpose. Beyond financial planning, we are deeply committed to giving back to the communities we call home, supporting local schools, pregnancy resource centers, and a wide range of charities that make a meaningful difference in people’s lives. By joining our team, you’ll be part of a culture where professional growth and community impact go hand in hand, empowering you to build a career with purpose and limitless potential.

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.

Meet Our Regional Director:

Cameron Lee is a Regional Director with Modern Woodmen of America, where he leads advisor growth and development across Alabama. Since starting his career with Modern Woodmen in October 2008, he has been dedicated to fostering teamwork, building strong relationships, and helping families and businesses achieve financial security. Cameron is passionate about developing advisors into leaders and creating a culture of trust and collaboration. Outside of work, he enjoys deer hunting, playing music, golf, and serving in his church community, all of which reflect his love for connection, teamwork, and faith.

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:

• This is a commission-based opportunity. Earnings are based on individual production and performance.
• Potential to earn client member leads
• 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
• 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.