Insurance Agent

Modern Woodmen of America

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

Posted 11/3/2026full-timeUnited StatesMid-LevelSenior💰 $88,900 - $117,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in assessing client insurance needs and providing personalized financial planning solutions. Committed to achieving business development goals while maintaining exceptional customer service and community engagement.

Highest-signal resume keywords

State Insurance LicenseSeries 65/66 LicensingBusiness Development GoalsFinancial Planning SolutionsCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial PlanningInsurance AssessmentInvestment SolutionsNeeds-Based SolutionsAnnual Financial Checkups

Soft Skills

Competitive SpiritTeam-OrientedEnthusiasticPositive AttitudeSelf-StarterCommunity-FocusedCoachableGoal-Driven

Certifications & Qualifications

State Insurance LicenseSeries 65/66 Licensing

Industry Keywords

Insurance NeedsClient InquiriesBusiness DevelopmentNetworking EventsCommunity Engagement

About the role

Key responsibilities & impact

Meet with client members to assess their insurance needs and recommend appropriate coverage
Provide exceptional customer service, address client inquiries, and resolve issues promptly
Build and maintain a network of client members through referrals, networking events, and community engagement
Participate in ongoing training and professional development
Stay current with industry changes and enhance sales skills
Meet or exceed business development goals
Provide personalized, needs-based financial planning solutions covering investment and protection
Perform annual financial checkups with clients to ensure plans operate efficiently

Requirements

What you’ll need

Strong competitive spirit
Team-oriented
Enthusiastic
Positive attitude
Self-starter
Community-focused
Coachable
Goal-driven
Willingness to obtain State Insurance License
College Degree preferred, not required
Commitment to achieve Series 65/66 licensing within the first year
Ability to meet or exceed business development goals

Benefits

Comp & perks

401(k)
401(k) matching
Bonus based on performance
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
Flexible work from home options available
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Collaboration with highly productive peers