Insurance Agent with Training

Wisconsin Region - Modern Woodmen of America

Milwaukee (WI)

Hybrid

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

401(k)

Health insurance

Flexible schedule

Bonus based on performance

Training & development

Vision insurance

Dental insurance

Opportunity for advancement

Professional development assistance

Referral program

Strong income opportunity

Life insurance

Development assistance

Referral program

Job summary

A leading financial services provider in Milwaukee is looking for motivated Financial Representatives who excel in teamwork, competition, and service to join their mission of financial guidance. Successful candidates will meet client members, provide exceptional service, and achieve business goals in a supportive environment. Opportunities for professional development and flexible work options are available, making this role perfect for driven individuals ready to make a meaningful impact.

Qualifications

Must be willing to obtain state insurance license.
Athletic background is a bonus.
Military background is also a bonus.
College degree preferred, not required.

Responsibilities

Meet with client members to assess their insurance needs and recommend coverage.
Provide exceptional customer service, addressing inquiries promptly.
Build and maintain a network of client members through community engagement.
Participate in ongoing training and professional development.
Meet or exceed business development goals.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

Military background

Goal-Driven

State insurance license

College degree

Education

College degree (preferred, not required)

Job description

Benefits

401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Are you someone who thrives on competition, teamwork, and achieving excellence? The Frey 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 Frey Region of Modern Woodmen of America, our mission is to foster a culture where every Financial Representative feels supported, confident, and equipped to succeed. We believe that success begins with hands‑on leadership and ongoing mentorship, ensuring our team always has a trusted leader to turn to for guidance and growth. This commitment extends far beyond initial training; it is a lifelong promise.

At the Frey 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.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck

About Modern Woodmen

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.

Meet Our Regional Director

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.

Role Responsibilities

Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Target Achievement: Meet or exceed business development goals.

Perks / Benefits

Strong income opportunity
Potential to earn client member leads
Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
Exclusive training/development with the financial services professional supporting you
An environment and culture of mutual support and growth
Attainment of prestigious credentials and recognition
Consistent opportunities for growing your income and character
Strong benefits and retirement package
Dental, health, and vision insurance
Flexible schedule
Life insurance
Professional development assistance
Referral program