Financial Representative - Entry Level

Walker Region - Modern Woodmen of America; Jacksonville (FL); Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Walker Region at Modern Woodmen of America is seeking driven professionals to become holistic financial planners, helping members protect and grow their finances. You will engage with communities, provide guidance, and build lasting client relationships through service and integrity.

Flexible work options are available; success relies on teamwork, competitive drive, and a commitment to continuous training and licensing.

Qualifications

• Team-oriented professional with a positive, proactive mindset.
• Willingness to obtain state insurance license.
• College degree preferred though not mandatory.

Responsibilities

• Member Consultation: assess insurance needs and recommend coverages.
• Customer Service: respond to inquiries and resolve issues promptly.
• Networking: build a client base through referrals and events.
• Training and Development: participate in ongoing sales skill development.
• 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)

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:

• Team-Oriented
• Enthusiastic
• Positive attitude
• Self-Starter
• Community-Focused
• Coachable
• Goal-Driven
• Willingness to obtain state insurance license
• College degree (preferred, not required)

Flexible work from home options available.

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