Business Specialist with Healthcare Background

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 Warren Region - Modern Woodmen of America!

Leverage Your Healthcare Background for a Rewarding Career :

• Build Direct Client Relationships : Professionals from healthcare, whether it's pharma, medical, or clinical roles, are 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 Leaders : Bart Warren

Regional Director, Bart Warren, with Modern Woodmen and has been in this role for 10 years. He began his career in the financial services industry 25 years ago, right out of college, after earning a Marketing and Sales degree from Northern Illinois University in 2000. Bart joined Modern Woodmen in 2009 and quickly moved into leadership. Outside of work, he enjoys coaching his children in travel baseball and softball. Hes been married to his wife for 22 years and is a big fan of the Chicago Cubs and Chicago Bears. In his free time, Bart also enjoys golfing, yardwork, and spending time with his two dogs and cat.

Jill Hall

Jill served as an Administrative Assistant with Modern Woodmen for 4 years. Before joining the team, she spent 27 years in the education field. Jill enjoys crafting, working in the yard, and cherishes time spent with her three daughters and extended family.

Bryant Green

Bryant is a Financial Representative in Modern Woodmens Managing Partner program and has been with the organization for nearly 2 years. He brings nearly 15 years of experience from the financial industry, having worked with credit unions and banks. Bryant is married with four children and enjoys coaching his kids in their activities as well as playing basketball in his free time.

Lindsey White

Lindsey is a first-year Financial Representative with Modern Woodmen and is already off to a strong start. Prior to joining, she had a successful career in commercial real estate with Coldwell Banker. Lindsey made the transition to build something meaningful and make a lasting impact in her community. She is married to her husband Ryan, has two young children, and enjoys gardening and spending time with family and friends.

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.