Holistic Financial Planner | Impactful Client Growth | Remote

Walker Region - Modern Woodmen of America; Tallahassee (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Performance bonus

401(k)

401(k) matching

Dental insurance

Health insurance

Vision insurance

Life insurance

Flexible schedule

Training & development

Advancement opportunities

Company parties

Referral program

Professional development support

Job summary

The Walker Region of Modern Woodmen of America is seeking motivated professionals to become holistic financial planners, helping members protect and grow their finances.

You’ll consult with client members, provide outstanding service, and build a network through referrals and community events. A bachelor’s degree is required, with state insurance licensure pursued after joining, and a flexible schedule including some work from home.

Qualifications

• Team-oriented mindset and positive attitude are essential.
• Self-starter with a willingness to obtain a state insurance license.
• Strong communication and community-focused approach.
• Coachable, goal-driven, and results-oriented.

Responsibilities

• Member Consultation: assess client insurance needs and recommend coverage.
• Customer Service: provide exceptional service and resolve inquiries.
• Networking: build and maintain a network through referrals and events.
• Training and Development: participate in ongoing training to stay current.
• Target Achievement: meet or exceed business development goals.

Skills

Team oriented

Enthusiastic

Positive attitude

Self-starter

Community-focused

Coachable

Goal-driven

Willingness to obtain State Insurance(

Education

Bachelor’s degree

Job description

The Walker Region of Modern Woodmen of America is seeking motivated professionals to become holistic financial planners, helping members protect and grow their finances.

You’ll consult with client members, provide outstanding service, and build a network through referrals and community events. A bachelor’s degree is required, with state insurance licensure pursued after joining, and a flexible schedule including some work from home.