Transition Your Healthcare Expertise into Financial Services with Polk Region - Modern Woodmen of America!
Leverage Your Healthcare Background for a Rewarding Career:
Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
About Modern Woodmen of America:
Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.
Meet Our Leaders:
Daniel Polk - Regional Director
- Personal Background: Devoted father and husband; played professional football in the German Football League before beginning with Modern Woodmen in 2012.
- Outside Interests: Enjoys playing with his young kids, boating at the lake with his wife and friends, hunting, and playing golf.
- Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
Zach Mcdowell - Managing Partner:
- Began his career with Modern Woodmen in 2015.
- Formerly was a chemical engineer for Merck and Biogen before beginning with MW.
- Personally: Loves spending time with his wife and two daughters. Enjoys golfing, fishing, and traveling.
Shaye Polk - Financial Representative:
- Started with Modern Woodmen in 2022.
- Formerly spent 16 years as an adult medicine PA and had a practice of about 700 patients/clients.
- Personally: Enjoys watching football, tailgating, playing golf, and exploring great restaurants.
Clay Lockamon - Financial Representative:
- Began his career with Modern Woodmen in 2019.
- Was a college baseball player at UNC-Wilmington before starting with MW.
- Personally: Loves being a father and spending time with his daughter. Enjoys boating, duck hunting, playing golf, and spending time with friends.
Benefits:
- Competitive compensation range
- Opportunity for personal and professional growth
- Fraternal programs and activities to enhance quality family life
- Involvement in local volunteer projects and community impact
- Supportive and open communication culture
- Target Achievement: Meet or exceed business development goals
Qualifications:
- Team-Oriented
- Enthusiastic
- Positive Attitude
- Self-Starter
- Community-Focused
- Coachable
- Athletic Background (bonus)
- Military Background (bonus)
- Goal-Driven
- Willingness to Obtain State Insurance License
- College Degree (preferred, not required)
Role Responsibilities:
- Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
- Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
- Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
- Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Deadline: Apply soon as this position will go fast.
Flexible work from home options available.
Salary :
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