Modern Woodmen of America

Insurance

• 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, Trained

• 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.

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
• Expand the role to include recruiting, training, and developing other financial representatives
• Contribute to the overall success of the team

Financial Representative

• Member Consultation: Meet with client members to assess their insurance and financial needs and recommend appropriate solutions.
• 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.

• Play a pivotal role in addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• Recruiting, training, and developing other financial representatives over time

• 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.

Associate

• Assist the local team with client communication, appointment coordination, and the full business development cycle
• Help prepare personalized planning materials, reports, and documentation
• Maintain accurate and compliant client records
• Participate in client meetings, supporting follow-through and service
• Engage in marketing and outreach efforts to help grow the client base
• Develop industry knowledge through ongoing education and mentorship

Associate Wealth Planner

Insurance Agent

• Addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• The role can expand to include recruiting, training, and developing other financial representatives

Insurance Agent, Trained

Insurance Agent – Training

Financial Representative

Insurance Agent – Training

Financial Representative

Insurance Agent – Training

Associate Wealth Planner

Insurance Agent

Insurance Agent – Training

Financial Representative

Insurance Agent, Training