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

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Licensed Life and Health Insurance Agent

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

Life Insurance Agent Team Member

• You'll guide, support, and inspire customers while offering solutions that truly make a difference.
• You're proactive, personable, and purpose-driven.
• You genuinely enjoy helping people and making them feel heard.
• You communicate clearly, calmly, and confidently.
• You are excited by sales, especially when it helps people.

Life Insurance Sales

• Manage and develop a team of Business Technology Strategists, setting clear expectations, priorities, and performance metrics
• Build team capabilities in strategic thinking, analysis, and stakeholder engagement
• Ensure high-quality, consistent strategic outputs including analysis, roadmaps, and executive communications
• Lead talent development, performance management, and succession planning
• Partner with Insurance leadership to align technology strategy with business goals (growth, efficiency, risk management)
• Translate Insurance strategy into multi-year technology roadmaps and capability plans
• Advise executives on tradeoffs across cost, risk, speed, and value
• Anticipate future needs and shape strategic options proactively
• Own the Insurance technology strategy portfolio, including roadmap development, prioritization, sequencing, and dependencies
• Lead technology investment planning, business case development, and governance
• Prioritize initiatives based on value, alignment, risk, and capacity
• Track outcomes, benefits realization, and KPI performance
• Assess current-state systems, processes, and architecture to identify modernization opportunities
• Partner with enterprise architecture, delivery, analytics, and operations to ensure execution alignment
• Provide oversight for major digital transformation initiatives
• Lead executive discussions, strategy sessions, and workshops
• Communicate complex technology topics in clear, business-friendly terms
• Act as liaison across business, IT, vendors, and partners; influence without direct authority
• Oversee vendor strategy, alignment, and performance

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Insurance Agent, Training

Licensed Life and Health Insurance Agent

Life Insurance Agent Team Member

Life Insurance Sales

Business Strategy Manager – Insurance Systems