Modern Woodmen of America

Insurance

• Personalized Member Consultations: Meet with individuals and families to understand their current financial situation and long-term goals, offering tailored life insurance and investment-based solutions (once state certifications and company sponsored training are achieved).
• Financial Guidance: Educate members on a variety of financial tools including life insurance, retirement planning, college savings, and other asset protection strategies.
• Member Lead Engagement: Meet with existing member leads provided through local marketing efforts and community engagement initiatives.
• Relationship Building: Provide exceptional, ongoing service to members with regular reviews and check-ins to adjust financial plans as life evolves.
• Community Engagement: Actively build your network through relationship-based prospecting, local involvement, referrals, and member events.
• Training and Growth: Participate in Modern Woodmen’s mentorship and training programs to sharpen your professional skills and explore paths to leadership.
• Goal Achievement: Meet or exceed performance benchmarks for member activity, plan implementation, and retention.
• Compliance & Ethics: Adhere to all industry regulations, company policies, and state licensing requirements, maintaining the highest standards of professionalism, integrity, and ethical conduct in all member interactions.

Insurance Agent, Training

Financial Planning and Analysis

• Help spearhead the continued growth of the region
• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Recruit, train, and develop other financial representatives

Financial Representative

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

Insurance Agent – Training

• Help spearhead the continued growth of the region
• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Expand the role to include recruiting, training, and developing other financial representatives

• Help spearhead the continued growth of the region
• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Recruit, train, and develop other financial representatives over time

• As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• Over time, the role can expand to include recruiting, training, and developing other financial representatives
• Contributing to the overall success of the team

• 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.