Insurance Agent with Training

Job Description

Job Description

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

Do you thrive on challenges and achieving greatness in your career and beyond? The Smith Region at Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region.

At Smith Region – Modern Woodmen of America, we believe in building more than financial plans—we build relationships rooted in trust, service, and shared values. Serving the vibrant communities of North-Central Texas—from Gainesville to Waxahachie and Coppell to Mt. Pleasant—our mission is to build, create, and foster connections that positively impact lives both personally and professionally. We focus on all areas of financial planning, but our real strength lies in our commitment to people: guiding them through life’s financial milestones while being active, valued citizens in the communities we serve.

Our team is made up of like-minded individuals who prioritize service and mentorship. We treat our members as relationships to be nurtured, not assets to be managed. As leaders, we believe it’s our responsibility to support and uplift new associates, and as representatives, we aim to be master relationship managers. We’re passionate about giving back and making volunteering a priority. From painting a Dallas homeless shelter and packing hygiene kits for abuse survivors, to supporting education and youth programs through our local school districts, we aim to be a pillar our community can count on.

Guided by the belief that we are called to serve others, we live by the idea that if we don’t step up, who will? Every act of service, every relationship built, and every financial plan created is an extension of that purpose—and we’re just getting started.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America:

About Modern Woodmen:
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.

Our offices are located at: 

• 3010 LBJ Fwy, Dallas, TX 75234
• 110 Greenhill Lane, Fate, TX, United States
• 7300 TX-121 Ste 300, McKinney, TX 75070

Check out the varying backgrounds of some of our local leaders:
Tim Smith, Regional Director:

• Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes.
• Personal Milestone: Husband and father who loves spending time with his family.
• Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.

Roque Moreira:

• Role: Manager based in Dallas.
• Background: Previously in management with a competitor before joining MWA in November last year.
• Personal: Family-oriented LDS member with three boys, actively involved in church and community.
• Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.

Jackson Hauser:

• Role: Managing Partner (MP) based in Dallas.
• Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role.
• Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup.
• Office: Leads a team of three in Dallas.

Tim Eaton:

• Role: Managing Partner (MP) in Denton.
• Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans.
• Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.

Meghann Moon:

• Role: FIC – Investment Advisor Representative, Sr. Advisor.
• Background: Previously in Hospitality Sales & Management for about 17 years.
• Personal: Enjoys cooking, reading, traveling, and spending time with her husband and two pets.

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.

Perks/Benefits:

• 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

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)

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. 

Flexible work from home options available.