Role Description Are you a former athlete, teacher, coach, business owner or someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Slone 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 the Slone Region of Modern Woodmen of America, we are dedicated to advancing excellence in financial services while enriching the lives of our members across the communities we serve. Through the recruitment, development, and support of a superior team of financial representatives—guided by passion, character, integrity, and honesty—we are committed to growing our membership and deepening the impact of Modern Woodmen. We empower leaders who serve with unwavering dedication to their members and local communities, delivering lasting value with excellence and care. 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. 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 - Willingness to perform a background check - 2 years of College (preferred, not required) 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 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.

Role Description Are you a former athlete or someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Marsh 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. - 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. 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 - High School Diploma Requirements - 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. 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

Role Description Do you thrive on challenges and achieving greatness in your career and beyond? The Foster Region - 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 California, Arizona, and Texas. - Ground Floor Opportunity - New offices coming soon in Sacramento, Folsom and Modesto, California as well as Austin and San Antonio, TX. - Arizona: 11811 N. Tatum Blvd. Suite 3031, Phoenix, AZ 85028 - Culver City, California: 5841 Uplander Way, Culver City, CA 90230 - Ontario, California: 3350 Shelby St. Suite 330, Ontario, CA 91764 - Laguna Hills, California: 23441 S. Pointe Dr. Suite 110, Laguna Hills, CA 92653 Our Region’s Vision: Founded in 2013, our region has grown from the ground up to become the number one agency in the country, driven by a deep commitment to our core values of faith, family, and fraternal. These pillars have guided every decision we’ve made and are at the heart of our mission to build an organization of advisors who are not only highly skilled and competitive but also dedicated to living a lifestyle of significance. Over the past decade, our region has earned recognition as the top agency through prestigious awards like the President’s Achievement Award and the Regional Growth Award, which we've received multiple times for being the fastest growing region. Beyond business success, our commitment to making a positive impact in the communities we serve is reflected in the more than one million dollars we’ve contributed in fraternal expenditures. As we continue to grow, our focus remains on helping our clients achieve their goals while making a lasting, positive difference in the lives of those around us. 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: Video Link 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 Required (Bachelor’s) Requirements - 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. 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.

Title: Insurance Coordinator Location: USA Job Description: Why Work at Mercer Advisors? Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Insurance Coordinator supports the growth of Insurance Solutions by executing key tasks involved in placing new insurance coverage and managing in‑force policies across life, long-term care, disability, and annuity product lines. The ideal candidate has strong knowledge of new business processes, is highly organized, technologically fluent, and confident working directly with both wealth advisors and clients. They bring a polished, customer centric approach and demonstrate persistence when advocating for clients with carriers and brokerage partners. Candidates with both case management and sales desk experience at carriers or brokerage general agencies are strongly preferred. Essential Job Functions for this role include: - Engage directly with clients to gather required documents, information, and signatures for new insurance applications - Coordinate with brokerage general agencies to obtain materials for insurance reviews (e.g., in‑force ledgers, policy statements, competitive quotes) - Support service requests for policies sold through Mercer (e.g., beneficiary changes, address changes) - Assist clients with completing insurance applications and related paperwork - Maintain accurate, complete records in Mercer’s CRM system (Aspen) - Manage and resolve open CRM action items - Deliver a high-quality, responsive, client-first experience for both clients and advisors - Collaborate with internal departments (e.g., Client Service Specialists) - Assist with onboarding new hires - Perform additional duties as assigned Knowledge, Skills, and Abilities: - Bachelor’s degree - Active life and health insurance license - 5+ years of experience with a life insurance carrier or brokerage general agency in case management and sales desk roles. - Deep expertise in new business processes for life, LTC, DI, and annuity products - Exceptional written and verbal communication skills - Strong interpersonal and relationship management skills - Outstanding organizational skills; detail focused; able to multitask and follow through reliably - Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook - Strong commitment to supporting financial planners and the insurance new business process - Skilled at managing information flows and documentation - Client -first mindset with a passion for delivering excellent service - Collaborative team player Location: This position can be anywhere in the US, but will need to be able to travel to the office located nearest them. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/8/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $32 - $38 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing