Insurance Agent - Training Provided
About The Position
The Polk Region at Modern Woodmen of America is seeking a new Insurance Agent to join their team. They are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as they rapidly expand their offices across the region. Their mission is to remain a top-tier holistic financial planning firm dedicated to providing needs-based solutions that empower clients to achieve their dreams and safeguard their futures. They prioritize personalized service, meeting with clients annually to perform financial “checkups” and ensure their plans operate at peak efficiency. They specialize in both investment and protection, offering expert guidance at every stage of life. Over the next five years, they are committed to growing their team from 32 to 50+ advisors while maintaining their client-first, needs-based philosophy. This growth will be accompanied by sustaining or increasing their advisors’ average income, currently $145,000 annually, including for first-year advisors. Their success is built on robust mentorship programs with senior advisors and tailored business development plans for each new team member. They also require a strong commitment to professionalism, with advisors achieving Series 65/66 licensing within their first year.
Requirements
- Team-Oriented
- Enthusiastic
- Positive Attitude
- Self-Starter
- Community-Focused
- Coachable
- Goal-Driven
- Willingness to Obtain State Insurance License
Nice To Haves
- College Degree
Responsibilities
- 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.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Commission-based opportunity
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
