Sales Coaching & Development Associate

Are you passionate about coaching people to success? Modern Woodmen of America’s regional office in Laguna Hills, CA is seeking a Sales Coaching and Development Associate. In this role, you will provide hands-on coaching, structured accountability, and performance support to our new financial representatives during their first three years of development. You will also communicate frequently with leadership to provide feedback on each representative's progress. If you are ready to make a difference and help shape the future of our financial representatives, apply now to join our team!

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with assets over $18 billion. Fraternals are unique membership organizations that pair the “member-owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.

Responsibilities:

• Provide personalized coaching, feedback, and ongoing support to help representatives develop the necessary skills to succeed.
• Responsible for holding new representatives accountable for their daily and weekly activities, including adherence to scripts, calls, sales processes, and client meetings.
• Establish and track individual growth benchmarks for representatives, providing weekly performance reports to the Regional Director and senior leadership. Highlight areas of concern and provide actionable recommendations for improvement.
• Monitor representative activity levels to ensure that progress aligns with regional goals and KPI’s.
• Promote increased engagement from representatives with Modern Woodmen University and other training resources, as appropriate.
• Address representative challenges early and provide resources to help overcome them.
• Support the region’s onboarding process for new representatives, ensuring that each is equipped with the tools and resources needed to succeed. Work closely with Managing Partners to streamline representatives’ integration into the region.
• Work with leadership team to ensure that the region’s coaching and training strategies align with broader business goals. Provide critical insights to help development of the representatives.

What we need:

• Bachelor’s degree in business, human resources, organizational development or related field.
• 5 years’ experience in leadership and coaching.
• Willing to obtain life and health insurance license, FINRA exams: SIE, Series 6, 63, and 26.
• Strong organizational skills with the ability to manage and prioritize multiple tasks.
• Excellent interpersonal and communication skills, including providing constructive feedback in a supportive, motivating manner.
• Experience in managing relationships and coaching individuals with various levels of experience, performance, and learning styles.
• Proficient with all Microsoft Office products (Word, Excel, Teams, PowerPoint.)
• Results-driven, with a strong work ethic and attention to detail.
• Demonstrate problem solving in a fast-paced environment.

What we offer:

• Pay: The annual salary range for this position is $80,000-$100,000. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: This is a full-time office focused, salaried position. Office focused positions work on-site due to the nature of the work and have limited remote days.
• Stability: Modern Woodmen has been Modern Since 1883® and exists for our members. We make long-term decisions that provide stability to our employees, financial representatives, and members.
• Respect for personal time: We offer vacation, sick leave and 11 paid holidays. We value your time outside of work and offer careers that blend work and life well.
•  Professional growth: Benefit from our commitment to employee development which includes educational offerings to enhance your knowledge of our industry.
• Great culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities.
• A beautiful office: Centrally located in Laguna Hills, CA.
• A thriving local community: Not from Laguna Hills, CA and hesitant to consider relocation? Give it some thought. The region offers a perfect blend of coastal living, urban amenities, and outdoor adventures. It’s known for its public art scattered throughout the city and its 13 parks, making it a great place for outdoor enthusiasts.
• Exceptional benefits: Our comprehensive benefits package is designed to support your health and financial well-being. Benefits include:
  • Company-paid retirement plan
  • Matching 401(k) plan
  • Employee Impact Bonus
  • Medical, Dental and Prescription Drug Insurance. We pay 100% of employees’ health insurance premium and 50% of employee dependents’ premiums.
  • Group term life insurance
  • Long-term and short-term disability.
  • Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance

Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.

Salary : $80,000 - $100,000