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 Ward 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 Leaders :

Matthew Ward is the Regional Director of the Ward Region, and began his career with Modern Woodmen as an intern in 2009. After graduating in 2010, he became a financial representative and has grown within the organization ever since. Raised on a family farm and having run a lawn care business in college, Matt brings a strong work ethic and hands-on experience to leadership. Outside of work, his life centers around faith, family, and the outdoors. He especially enjoys hunting, fishing, and coaching sports with his 8-year-old son.

Mason Laws joined Modern Woodmen as a Financial Representative in November 2024. Before that, he worked as a Financial Analyst at Rabo AgriFinance, where he underwrote loans for farmland and equipment. Mason is passionate about the outdoors and stays active through hunting, fishing, hiking, kayaking, and golfing. His favorite type of hunting is duck hunting, though he also enjoys deer season. When hes not outside, hes spending time with friends and family.

Annette Miller has been a dedicated team member at Modern Woodmen for 27 years. She originally studied nursing and worked in home health care for eight years before transitioning to financial services. Annette is deeply committed to community service, volunteering with the Huntingtons Disease Team Walk of Hope and the Women 2 Women ministry at St. Joseph. She values time with her family and friends and finds purpose in serving others.

Allen Edwards joined MWA in 2022 after a career as a police officer, where he developed a strong passion for helping others. He is actively involved in his community and enjoys spending time with family and friends. He and his wife Aly love being outdoors, especially at the lake, and attending social events together. Allen finds fulfillment in building relationships and making a positive impact both personally and professionally.

Phillip Andrews joined Modern Woodmen in June 2021, bringing a unique background in both finance and ministry. Before transitioning to financial services, he worked as a Finance Manager at a Harley-Davidson dealership and spent over 15 years in ministry. Phillip is passionate about helping others and strengthening his community. Outside of work, he enjoys bowhunting, spending time with his wife and daughters, and living out his faith through service and purpose-driven work.

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.
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
• Willingness to perform a background check
• College degree (preferred, not required)

Next Steps :

If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.