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The Wisconsin Region at Modern Woodmen of America is seeking driven professionals to build comprehensive financial planning careers. You will engage with members, assess insurance needs, and deliver personalized solutions while growing a network through referrals and community involvement.
Responsibilities include client consultations, exceptional service, ongoing training, and pursuing aggressive business development targets.
Are you someone who thrives on competition, teamwork, and achieving excellence? The Wisconsin Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference in the lives of our members and communities. If you’re ready to take on new challenges, grow your career, and make a lasting impact, we’d love to connect with you.
At the Wisconsin Region, our representatives are in business for themselves but never by themselves. We take pride in cultivating a collaborative environment where each member has the tools, knowledge, and encouragement to deliver personalized, compassionate, and knowledgeable service to every client. Together, we are building not just successful practices but lasting relationships and stronger communities.
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen’s financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long‑term financial stability.
Danny Frey II is Regional Director for Modern Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community involvement. With nearly 19 years in the industry, Danny brings a blend of experience, leadership, and dedication to Modern Woodmen’s mission of making lives better through service and fraternalism. Before joining the organization in 2007, he owned and operated his own bar and grill, which fueled his passion for building relationships and leading with purpose. Outside of work, Danny enjoys supporting his kids’ sports and spending time working on cars.
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.
Flexible work from home options available.