Remote Insurance & Financial Planning Advisor

Wisconsin Region - Modern Woodmen of America; Madison (WI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission-based pay

Exclusive training and development

Flexible schedule

Strong benefits package

Retirement plan

Job summary

Modern Woodmen of America – Wisconsin Region is seeking driven professionals who want to build a career as holistic financial planners, helping members achieve financial protection and growth. Our team is made up of motivated, service-minded leaders dedicated to meaningful differences in lives and communities.

Representatives are in business for themselves but supported by a collaborative environment, with tools and encouragement to deliver personalized, compassionate service and build lasting

Qualifications

• Team-Oriented, enthusiastic and coachable mindset.
• Willingness to obtain state insurance license.
• College degree preferred, not required.

Responsibilities

• Member Consultation: Meet with client members to assess their insurance needs and recommend coverage.
• Customer Service: Provide exceptional service, address inquiries and resolve issues.
• Networking: Build and maintain a network of client members through referrals and events.
• Training and Development: Participate in ongoing training and professional development.
• Target Achievement: Meet or exceed business development goals.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

License-ready

Education

College degree (preferred)

Job description

Modern Woodmen of America – Wisconsin Region is seeking driven professionals who want to build a career as holistic financial planners, helping members achieve financial protection and growth. Our team is made up of motivated, service-minded leaders dedicated to meaningful differences in lives and communities.

Representatives are in business for themselves but supported by a collaborative environment, with tools and encouragement to deliver personalized, compassionate service and build lasting