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Business Specialist with Healthcare Background

Business Specialist with Healthcare Background

Frey Region - Modern Woodmen of AmericaMadison, WI, US
3 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • 401(k)

Transition Your Healthcare Expertise into Financial Services with Frey 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 Regional Director :

    Danny Frey II is Regional Director for Modern Woodmen Fraternal Financial, where he focuses on helping members and advisors create lasting impact through financial guidance and community involvement. With nearly 19 years in the industry, Danny brings a blend of experience, leadership, and dedication to Modern Woodmens mission of making lives better through service and fraternalism. Before joining the organization in 2007, he owned and operated his own bar and grill, which fueled his passion for building relationships and leading with purpose. Outside of work, Danny enjoys supporting his kids sports and spending time working on cars.

    Benefits :

  • Competitive compensation range
  • 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.

    Create a job alert for this search

    Healthcare Specialist • Madison, WI, US

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