Insurance Agent with Training
$250kLonergan Region - Modern Woodmen of America
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Meet Our Team:
Luke Lonergan is a Regional Director who joined Modern Woodmen in 2018. Prior to that, he worked at Apple and was fast-tracked through leadership development. He entered the business with a passion for being a leader in his community. Outside of work, Luke enjoys spending time with his four children, smoking barbecue, supporting local charities, and mentoring young professionals. Anna McClellan is a Financial Representative who joined Modern Woodmen in 2025. She previously worked as a 4th grade elementary teacher and is deeply involved in her children’s activities, including serving as PTA leader at their school. Coming from a family of local business owners, Anna brings strong interpersonal skills and a passion for connecting with people and making an impact in her community.
Levi Matthews is a Managing Partner who joined Modern Woodmen in 2024. Before that, he worked at New York Life and spent over 20 years coaching basketball. Levi was drawn to Modern Woodmen’s strong team culture and clear pathway to leadership. As part of a growing team, he saw the opportunity to build a bright future for his family while helping others succeed. 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.
- Target Achievement: Meet or exceed business development goals.
- Strong Income Opportunity
- Potential to earn client member leads
- Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
- 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
- Dental, health, and vision insurance
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
- 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)
Flexible work from home options available.
Vacancy posted 14 days ago
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