Financial Advisor - Training Provided

Lee Region - Modern Woodmen of America•Winfield, AL

7d•$63,000 - $87,000

About The Position

The Financial Advisor will join the Lee Region at Modern Woodmen of America, a member-owned fraternal financial services organization. The regional team works to strengthen families and businesses across Alabama by providing financial clarity, guidance, and security, while supporting local communities and charitable organizations. The role is a commission-based opportunity, with earnings based on individual production and performance. Advisors may have the opportunity to receive client member leads and will receive training and development support from a financial services professional. Flexible work-from-home options are available.

Requirements

Team-oriented.
Enthusiastic, with a positive attitude.
Self-starter.
Community-focused.
Coachable.
Goal-driven.
Willingness to obtain a state insurance license.

Nice To Haves

College degree preferred, but not required.

Responsibilities

Meet with client members to assess their insurance needs and recommend appropriate coverage.
Provide customer service by 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.