Smith Region - Modern Woodmen of America

Role Description 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 - 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: - Painting a Dallas homeless shelter - Packing hygiene kits for abuse survivors - Supporting education and youth programs through our local school districts 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: https://youtu.be/-qWeFzHB-ck 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) Requirements - 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 - Strong Income 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

Role Description The Smith Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring. As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team. Qualifications - Team Spirited, Enthusiastic, and possesses a great Attitude when facing challenges - Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, triathletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus - Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand - Required Active Financial Licenses: SIE Certification or Willingness to Quickly Obtain - Life/Health License or Willingness to Quickly Obtain Requirements - Deadline: Apply soon as this position will go fast - Flexible work from home options available Benefits - 401(k) - 401(k) matching - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance - Starting income ranging from $97K to $192K+, commensurate with experience and outcomes - Exclusive training/development with experienced financial services professionals 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 Company Description 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.