Modern Woodmen of America

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 over time
• Contribute to the overall success of the team
• Help spearhead the continued growth of the Erickson Region

Financial Representative

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
• Serve members as part of a member-owned fraternal financial services organization
• Engage with local communities and support community initiatives

Insurance Agent

• 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 a growing team and help develop others

• 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
• Support growth across Modern Woodmen of America offices in Utah and Idaho

Insurance Agent – Training Provided

• 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
• Support growth across Modern Woodmen of America offices in Utah and Idaho

• 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
• Support growth across offices in Utah and Idaho

• 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
• Recruit, train, and develop a team of talented professionals once qualification standards are reached