Holistic Financial Planner – Insurance & Growth

Wisconsin Region - Modern Woodmen of America; Stevens Point (WI); Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Client member leads

Exclusive training

Mutual support culture

Prestigious credentials

Income growth opportunities

Strong retirement package

Dental, health, and vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

Job summary

The Wisconsin Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, helping members achieve financial protection and growth. Our team values service-minded leaders dedicated to meaningful impact in communities.

Representatives operate as independent business people but with a collaborative, supportive environment, tools, and training to deliver personalized service and build lasting client relationships.

Qualifications

• Team-oriented with a collaborative mindset.
• Enthusiastic, positive, and coachable.
• Self-starter who can work independently.
• Community-focused with service mindset.
• Willingness to obtain state insurance license.
• College degree preferred but not required.

Responsibilities

• Member Consultation: Meet with client members to assess insurance needs and recommend coverage.
• Customer Service: Provide exceptional service, address inquiries and resolve issues promptly.
• Networking: Build and maintain a network of client members through referrals and events.
• Training and Development: Participate in ongoing training to stay current and improve skills.
• 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

College degree (preferred, not required)

Job description

The Wisconsin Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, helping members achieve financial protection and growth. Our team values service-minded leaders dedicated to meaningful impact in communities.

Representatives operate as independent business people but with a collaborative, supportive environment, tools, and training to deliver personalized service and build lasting client relationships.