Financial Protection Advisor — Flexible Schedule & Growth

Wisconsin Region - Modern Woodmen of America; Milwaukee (WI); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

This is a commission-based opportunity

Potential to earn client member leads

Exclusive training/development with

Mutual support and growth

Attainment of prestigious credentials

Strong benefits and retirement package

Dental, health, and vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

Job summary

The Wisconsin Region at Modern Woodmen of America is seeking driven professionals to build comprehensive financial planning careers. You will engage with members, assess insurance needs, and deliver personalized solutions while growing a network through referrals and community involvement.

Responsibilities include client consultations, exceptional service, ongoing training, and pursuing aggressive business development targets.

Qualifications

• Team-oriented and collaborative mindset essential for building client relationships.
• Strong motivation, enthusiasm, and a positive attitude to drive results.
• Self-starter with initiative and a willingness to learn.
• Commitment to community focus and helping others succeed.
• Coachable with openness to feedback and ongoing development.
• Goal-driven with a track record of meeting targets.

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.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

Education

College degree (preferred, not required)

Willingness to obtain state insurance license

Job description

The Wisconsin Region at Modern Woodmen of America is seeking driven professionals to build comprehensive financial planning careers. You will engage with members, assess insurance needs, and deliver personalized solutions while growing a network through referrals and community involvement.

Responsibilities include client consultations, exceptional service, ongoing training, and pursuing aggressive business development targets.