Insurance Specialist with Training

Job Description

Job Description

Role Note : As an Insurance Specialist you will be supported to obtain the necessary licenses and training to become our next top performing Financial Representative. Being a part of Modern Woodmen of America means you will be part of a dynamic team that values growth, leadership, and community engagement.

Key Responsibilities :

• Client Engagement :

Provide tailored financial solutions to meet the unique needs of our members.

• Build and maintain strong, lasting relationships with clients.
• Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
• Community Involvement :

Actively participate in community service and outreach programs.

• Represent Modern Woodmen of America in local events and initiatives.
• Engage in fraternal programs that directly benefit local communities.
• Business Growth :

Drive the growth and success of the local office.

• Develop and implement strategies to expand the client base.

About Modern Woodmen : Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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 some of our local leadership team :

Meet Regional Director, Jeremy Slone

• Jeremy transitioned to Modern Woodmen after 15 years at AT&T, looking for growth and fulfillment in his career. Now the Regional Director for West Virginia, hes grateful for the opportunities to lead and grow within the company. His goal is to develop 18 leaders over the next four years, empowering representatives to enhance their lives and make a meaningful impact.
• Outside of work, Jeremy is a dedicated family man, married for over a decade with four children and a fifth on the way. He enjoys coaching basketball, hunting, fishing, and spending quality time with his family, always quick to credit his wife for working harder than he does!

Meet Managing Partner : John Chafin

• Been with the organization for 3 1 / 2 years.
• John was previously working in the coal industry.
• Outside of work John enjoys spending time with his family, being involved in church, working out, listening to podcast / finding ways to be better in his career and in life, and he loves being outdoors.

Meet District Agent : Michael Pennington

• Been with the organization for 1 year and 8 months.
• Prior was a lab technician at ARH.
• Outside of work Michael loves spending time with his wife and 3 year old. He cherishes attending and preaching at local area churches and giving back to and participating in community events.

Perks / Benefits : Starting income is commensurate with experience and includes exclusive training and development with financial services professionals. Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character. Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.

Qualifications :

• Desire to create deep rooted connectedness in your community.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
• Some experience as an Insurance Representative, Wealth Manager, Financial Planner or similar is preferred, but not required.

Active Licenses / Certifications :

• Life Insurance License (willingness to obtain quickly)

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.