Financial Representative - Entry Level

Walker Region - Modern Woodmen of America

Gainesville (FL)

Hybrid

USD 60,000 - 90,000

Full time

5 days ago

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Benefits offered by this job

Commission-based pay

Client leads

Exclusive training and development

Mutual support culture

Credentials and recognition

Income growth opportunities

Benefits and retirement package

Dental, health, and vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

Job summary

Walker Region at Modern Woodmen of America seeks driven professionals to build a career as holistic financial planners. You’ll consult with members, provide exceptional service, and grow through networking and community engagement.

This commission-based role offers advancement opportunities and a strong benefits package in a supportive team environment. Flexible work-from-home options accompany a mission-driven culture focused on integrity, servant leadership, and helping members secure

Qualifications

Team-oriented with a collaborative mindset.
Enthusiastic with a positive attitude.
Self-starter with a drive to achieve goals.
Willingness to obtain state insurance license.
Community-focused and coachable.
College degree preferred, not required.

Responsibilities

Member Consultation: Assess insurance needs and recommend coverage.
Customer Service: Address inquiries and resolve issues promptly.
Networking: Build and maintain client member network through referrals and events.
Training and Development: Participate in ongoing training to stay current and improve sales skills.
Target Achievement: Meet or exceed business development goals.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

State license willingness

College degree

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.

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:

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: