Financial Planner Entry Level

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 has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The West Tennessee Region of 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 you’re ready to take on new challenges, grow your career, and make a lasting impact, we’d love to connect with you.

At the West Tennessee Region of Modern Woodmen of America, our mission is rooted in excellence, service, and community impact. We are dedicated to growing our membership while enhancing the quality of life for those we serve by developing a superior team of financial representatives who embody passion, character, integrity, and honesty. Guided by our vision to cultivate leaders within the financial services industry, we strive to empower our advisors to make a meaningful difference, helping members achieve financial security while strengthening the communities they call home.

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.

Check out the varying backgrounds of some of our local leaders :

Brad Keltner is Regional Director for Modern Woodmen of America, where he focuses on leadership development, member growth, and community engagement. With more than 25 years of experience, Brad brings a strong background in financial services, relationship building, and team development. Before joining Modern Woodmen, he built a successful career in office equipment with a Fortune 500 company, where he honed his skills in service and leadership. Outside of work, Brad enjoys spending time with his wife and family, attending his daughter’s ballgames, golfing, staying active in his church, and catching up with his grown sons.

Hunter Summar is Managing Partner for Modern Woodmen of America, where he focuses on guiding members and advisors toward financial security and community impact. With over 11 years of experience, he brings a background in installing and maintaining communication systems for first responders and agricultural businesses. Outside of work, Hunter is passionate about his faith and supporting his sons in sports.

Tina Graves is a Financial Representative with Modern Woodmen of America, bringing 16 years of experience and a background as an elementary school principal. She is passionate about helping members achieve financial security while making a positive impact in her community. Outside of work, Tina enjoys entertaining, traveling, volunteering, and spending time on her family farm.

Zach Congiardo is a Financial Representative with Modern Woodmen of America, bringing 10 years of experience and a passion for helping others achieve financial stability and purpose. A graduate of the University of Tennessee at Martin, Zach is actively involved in his church and community. Outside of work, he enjoys marching band music and spending time with his wife and their six-month-old son.

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 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.