Holistic Financial Planner — Flexible, Growth‑Driven Impact

Walker Region - Modern Woodmen of America; Jacksonville (FL); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Commission pay

Client leads

Training & dev

Supportive culture

Credentials advancement

Income growth

Benefits package

Dental Health Vision

Flexible schedule

Life insurance

Professional development

Referral program

Job summary

Walker Region - Modern Woodmen of America is seeking driven professionals to become holistic financial planners, helping members with financial protection and growth. This is a commission-based opportunity with performance-based earnings.

Flexible work-from-home options are available, and the team emphasizes training, development, and advancement. A Bachelor’s degree is required, and state insurance licensing is encouraged to pursue licensing opportunities.

Qualifications

• Team-oriented and enthusiastic mindset with a positive attitude.
• Self-starter who is community-focused and coachable.
• Goal-driven with willingness to obtain the State Insurance License.
• Bachelor’s degree required (or equivalent) for eligibility.

Responsibilities

• Meet with client members to assess insurance needs and recommend coverage.
• Provide exceptional customer service and resolve inquiries promptly.
• Build and maintain a network of client members through referrals and events.
• 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

State Insurance License

Education

Bachelor’s Degree

Job description

Walker Region - Modern Woodmen of America is seeking driven professionals to become holistic financial planners, helping members with financial protection and growth. This is a commission-based opportunity with performance-based earnings.

Flexible work-from-home options are available, and the team emphasizes training, development, and advancement. A Bachelor’s degree is required, and state insurance licensing is encouraged to pursue licensing opportunities.