Holistic Financial Planner - Remote + Flexible Schedule

New England Region - Modern Woodmen of America

Augusta (ME)

Remote

USD 40,000 - 90,000

Full time

7 days ago
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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
Life insurance
Professional development assistance
Referral program

Job summary

The New England Region of Modern Woodmen of America is seeking driven professionals to build careers as holistic financial planners, helping families achieve financial protection and growth. This commission-based role offers hands-on training, leadership development, and opportunities for advancement while serving communities across Maine and beyond.

Flexible work-from-home options are available with a focus on competition, teamwork, and meaningful community impact.

Qualifications

  • Team-oriented mindset with strong interpersonal skills.
  • Willingness to obtain state insurance license.
  • College degree preferred, not required.
  • Excellent communication and client-focused approach.

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 to stay current.
  • 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

The New England Region of Modern Woodmen of America is seeking driven professionals to build careers as holistic financial planners, helping families achieve financial protection and growth. This commission-based role offers hands-on training, leadership development, and opportunities for advancement while serving communities across Maine and beyond.

Flexible work-from-home options are available with a focus on competition, teamwork, and meaningful community impact.

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