Holistic Financial Planner: Flexible, Remote Growth

Walker Region - Modern Woodmen of America; Gainesville (FL); Hybrid; USD 60,000 - 90,000; Full time

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

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