Financial Planner Entry Level

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

Are you a former athlete or someone who thrives on competition, teamwork, and achieving excellence? The Walker Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference in the lives of our members and communities. If youre ready to take on new challenges, grow your career, and make a lasting impact, wed love to connect with you.

At the Walker Region of Modern Woodmen of America, our mission is to enhance the quality of life for our members, their families, businesses, and the communities we serve. We achieve this by combining Modern Woodmens trusted systems, products, services, and strong tradition of fraternalism with a commitment to teamwork, integrity, and servant leadership. With the Walker Region, youll play a vital role in representing these values, becoming the face of Modern Woodmen in your community and helping make it a household name through genuine connection and service.

Watch this short video to see how sharing meaningful momentsboth personal and professionalcan transform perspectives on a career in financial services with Modern Woodmen of America : https : / / youtu.be / -qWeFzHB-ck

About Modern Woodmen :

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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 :

Robert Walker is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a lasting difference through financial guidance and community involvement. With nearly 30 years of experience, Robert brings strong leadership, discipline, and a servant-minded approach shaped by his time in the U.S. Navy and as a small business owner. His commitment to integrity, teamwork, and service defines his leadership and the culture he builds within his region. Outside of work, Robert enjoys spending time with family and pursuing his passions for the outdoors, faith, sports, travel, and leisure.

Walter Bowden serves as a Managing Partner with Modern Woodmen of America, bringing creativity, dedication, and a heart for helping others achieve financial security. Before joining Modern Woodmen, Walter worked as a graphic designer, where he developed a strong attention to detail and a passion for understanding peoples goals, skills he now applies to helping members build stronger financial futures. Outside of work, Walter enjoys spending time with family, staying active through tennis and pickleball, coaching, and exploring the outdoors through travel and sports, all while staying grounded in his faith.

Lyndel Hale is a Financial Representative with Modern Woodmen of America, offering nearly 40 years of experience in the insurance industry and a lifelong dedication to serving others with integrity and care. His approach combines deep industry knowledge with Modern Woodmens fraternal mission to make a meaningful impact in his community. Outside of work, Lyndel enjoys spending time with family, supporting youth sports, fishing, diving, and spending time outdoors, guided by his faith and commitment to helping others.

Clayton King serves as a Financial Representative with Modern Woodmen of America, bringing a background in real estate investing and a passion for helping others achieve financial stability and growth. His experience has strengthened his understanding of long-term planning and asset management, which he now uses to guide members toward secure financial futures. Outside of work, Clayton enjoys spending time with family, traveling, and exploring the outdoors.

Eric Carver is a Financial Representative with Modern Woodmen of America, where he combines his dedication to helping others with a spirit of service and compassion. A deep-water diver and community advocate, Eric also leads a nonprofit organization in memory of his son, reflecting his deep commitment to making a difference in the lives of others. Outside of work, he enjoys spending time with family, traveling, and appreciating the outdoors.

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.