Healthcare finance serp_jobs.h1.location_city

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

Transition Your Healthcare Expertise into Financial Services with the Lonergan Region - Modern Woodmen of America!

Leverage Your Healthcare Background for a Rewarding Career :

• Build Direct Client Relationships : Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare 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 its 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 lifes 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 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 childrens 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 Woodmens 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.

Benefits :
• 401(k)
• 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.