Remote Insurance & Financial Growth Advisor

Wisconsin Region - Modern Woodmen of America; Madison (WI); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Commission-based earnings

Client leads potential

Exclusive training and development

Mutual support and growth environment

Prestigious credentials and recogniti

Opportunities to grow income and pay

Strong benefits and retirement package

Dental, health, and vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

Job summary

Wisconsin Region of Modern Woodmen of America is seeking driven professionals to build careers as holistic financial planners, helping members achieve financial protection and growth.

Representatives are in business for themselves but supported by a collaborative team. The role emphasizes client consultation, service, networking, and ongoing development in a culture of mutual support and growth.

Qualifications

• Must be self-motivated, team-oriented and service-minded.
• Strong communication and customer service skills required.
• Willingness to obtain state insurance license.
• Entrepreneurial mindset with adaptability.

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.
• Meet or exceed business development goals.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

Will to obtain license

Education

College degree (preferred, not required)

Job description

Wisconsin Region of Modern Woodmen of America is seeking driven professionals to build careers as holistic financial planners, helping members achieve financial protection and growth.

Representatives are in business for themselves but supported by a collaborative team. The role emphasizes client consultation, service, networking, and ongoing development in a culture of mutual support and growth.