Modern Woodmen of America

Insurance

• 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
• Help members secure their financial futures through life insurance, investments, and estate planning

Insurance Agent

• 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
• Help members secure their financial futures through life insurance, investments, and estate planning

Associate

• Assist the local team with client communication, appointment coordination, and the full business development cycle
• Help prepare personalized planning materials, reports, and documentation
• Maintain accurate and compliant client records
• Participate in client meetings, supporting follow-through and service
• Engage in marketing and outreach efforts to help grow the client base
• Develop industry knowledge through ongoing education and mentorship
• Serve individuals, families, and business owners through personalized financial planning and community-focused service

Associate Wealth Planner

• Provide tailored financial solutions to meet members’ needs
• Build and maintain strong relationships within the community
• Engage in community service and outreach programs
• Support the growth and development of the local office under local team guidance
• Participate in fraternal programs benefiting local initiatives

Financial Planning and Analysis

• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Recruit, train, and develop other financial representatives as the role expands
• Contribute to the overall success of the team

Financial Representative

• 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
• Grow membership by protecting legacies for families and businesses through wise financial planning

Insurance Agent – Training Provided

• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Recruit, train, and develop other financial representatives over time
• Contribute to the overall success of the team
• Build and grow a local financial representatives team

• 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

• 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

• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Recruit, train, and develop other financial representatives as the role expands
• Contribute to the overall success of the team
• Build a growing team and make a meaningful impact on clients and the local community

• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Over time, recruit, train, and develop other financial representatives
• Contribute to the overall success of the team
• Build relationships with members, families, and local communities

• 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
• Serve members as part of a member-owned fraternal financial services organization