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Insurance Agent – Training
Modern Woodmen of America. Meet with client members to assess their insurance needs and recommend appropriate coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in assessing client insurance needs and providing tailored coverage solutions while delivering exceptional customer service. Proven ability to build client relationships, achieve business development goals, and support team growth in the financial services sector.
Highest-signal resume keywords
Client Needs AssessmentExceptional Customer ServiceBusiness Development GoalsState Insurance LicenseFinancial Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Team-OrientedEnthusiasticPositive AttitudeSelf-StarterCommunity-FocusedCoachableGoal-Driven
Certifications & Qualifications
State Insurance LicenseFinancial Licenses
Industry Keywords
Financial ServicesMembership GrowthCommunity EngagementNetworking EventsProfessional Development
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 to stay current with industry changes and enhance sales skills
- Meet or exceed business development goals
- Advance excellence in financial services while enriching members’ lives in the communities served
- Recruit, develop, and support financial representatives
- Grow membership and deepen Modern Woodmen’s impact
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 Required (Bachelor’s)
- Willingness to obtain the necessary financial licenses
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
- 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