Financial Representative - Entry Level

Walker Region - Modern Woodmen of America

Orange Park (FL)

Remote

USD 55,000 - 85,000

Full time

5 days ago
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Benefits offered by this job

This is a commission-based opportunity
Potential to earn client member leads
Exclusive training/development
Mutual support and growth 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

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

Team-Oriented
Enthusiastic
Positive Attitude
Self-Starter
Community-Focused
Coachable
Goal-Driven
Willingness to Obtain State Insurance
Bachelor's Degree Required

Education

Bachelor’s degree

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 Required (Bachelor’s)
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.

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