Holistic Financial Planner | Growth & Flexible/Remote Work

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

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.