Financial Planner: Flexible, Growth-Focused, Remote
Walker Region - Modern Woodmen of America
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Benefits offered by this job
Job summary
The Walker Region of Modern Woodmen of America is seeking driven professionals to build a career as holistic financial planners, helping members achieve financial protection and growth. You’ll meet clients, assess needs, and provide tailored coverage through trusted Modern Woodmen products.
Join a team focused on competition, teamwork, and service excellence. Flexible work-from-home options are available, with training and advancement opportunities and a strong benefits package including health,
Qualifications
- Bachelor’s degree required.
- Willingness to obtain state insurance license.
- Strong interpersonal and sales skills.
Responsibilities
- Meet with client members to assess their insurance needs and recommend coverage.
- Provide exceptional customer service and resolve client inquiries promptly.
- Build and maintain a network of client members through referrals and community engagement.
- Participate in ongoing training and professional development.
- Meet or exceed business development goals.
Skills
Education
Job description
The Walker Region of Modern Woodmen of America is seeking driven professionals to build a career as holistic financial planners, helping members achieve financial protection and growth. You’ll meet clients, assess needs, and provide tailored coverage through trusted Modern Woodmen products.
Join a team focused on competition, teamwork, and service excellence. Flexible work-from-home options are available, with training and advancement opportunities and a strong benefits package including health,
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