Financial Advisor – Entry Level

Modern Woodmen of America

. Meet with client members to assess their insurance needs and recommend appropriate coverage .

Posted 10/3/2026full-timeUnited StatesEntry Level💰 $64,000 - $93,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and the ability to assess client insurance needs while building a network through community engagement. Committed to ongoing professional development and achieving business development goals.

Highest-signal resume keywords

Customer ServiceInsurance Needs AssessmentBusiness DevelopmentState Insurance LicenseCommunity Engagement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Team-OrientedEnthusiasticPositive AttitudeSelf-StarterGoal-DrivenCoachableCommunity-Focused

Certifications & Qualifications

State Insurance License

Industry Keywords

Insurance CoverageClient InquiriesNetworking EventsProfessional DevelopmentSales Skills

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Team-Oriented
Enthusiastic
Positive attitude
Self-Starter
Community-Focused
Coachable
Goal-Driven
Willingness to obtain state insurance license
College degree preferred, not required
Willingness to obtain the necessary license to perform the role

Benefits

Comp & perks

401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Potential to earn client member leads
Exclusive training/development with the financial services professional supporting you
An 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 offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Collaboration with highly productive peers
Flexible work from home options available