Insurance Agent – Training
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Job Description
Insurance agent helping Modern Woodmen members secure financial futures through life insurance, investments, and estate planning. Building community relationships while advancing toward financial services leadership.
Responsibilities:
- Meet with individuals and families to understand financial situations and long-term goals
- Offer tailored life insurance and investment-based solutions after state certifications and company-sponsored training
- Educate members on life insurance, retirement planning, college savings, and asset protection strategies
- Meet with existing member leads from local marketing and community engagement efforts
- Provide ongoing member service through regular reviews and check-ins
- Build a network through relationship-based prospecting, local involvement, referrals, and member events
- Participate in mentorship and training programs
- Meet or exceed performance benchmarks for member activity, plan implementation, and retention
- Adhere to industry regulations, company policies, and state licensing requirements
- Help individuals and families plan secure financial futures while building long-term community relationships
- Progress toward becoming a future Financial Services Professional and potentially recruit, train, and develop a team
Requirements:
- Willingness to obtain state insurance license
- Team-Oriented
- Enthusiastic
- Positive Attitude
- Community-Focused
- Coachable
- Goal-Driven
- Athletic Background (bonus)
- Military Background (bonus)
- College Degree (preferred, not required)
- Must comply with industry regulations, company policies, and state licensing requirements
- Must maintain professionalism, integrity, and ethical conduct
- If considered, willingness to obtain the necessary license to perform the role
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Competitive Pay
- Potential to earn client member leads
- Resources to recruit, train and develop your own team once qualification standards are reached
- Exclusive training/development with the financial services professional supporting you
- Environment and culture of mutual support and growth
- Attainment of prestigious credentials and recognition
- Consistent opportunities for growing your income and character
- Strong benefits and retirement package
- Life insurance
- Professional development assistance
- Referral program
- Mentorship Program
- Ongoing Specialized Training
- Dedicated In-House Administrative Support
- Career Advancement Opportunities
- Collaboration with highly productive peers
- Flexible work from home options available
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