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 Foster 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 :

Chad Foster - Regional Director

• Personal Background : Devoted father of two children and husband; had many innovating endeavors growing up.
• Outside Interests : Enjoys smoking brisket or ribs while watching either the Cowboys, Mavericks, Rangers or Longhorns. He loves spending time with the family playing golf, tennis or hanging out at the pool and is active in their church!
• Professional Journey : Began his career with MWA in 2008 after graduating from college and playing football.
• Vision at Modern Woodmen : Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Bennett Sperber III - Managing Partner :

• Managing Partner with Modern Woodmen since 2016.
• Prior Experience : Bennett worked in construction as a superintendent and travelled around the world pursuing a career out of professional soccer.
• Personally : Husband and a father to his two children. He enjoys watching his kids grow in their athletic journeys and while he does that, sets the example by staying fit through CrossFit, playing soccer, and the occasional golf outing.

Joshua Leung - Financial Representative :

• Financial Representative with Modern Woodmen since 2018.
• Prior Experience : Was a college student interning for another financial service firm.
• Personally : Really involved in his church / serving with my Bible study, but also loves playing music (guitar / drums / piano) and sports like basketball, surfing, and Spikeball.

Austin Beneteau - Financial Representative :

• With Modern Woodmen since 2016.
• Prior Experience : Was the general manager for a construction company located in the Coachella Valley.
• Personally : Passionate husband and father. One of their favorite things has been going to zoos which his son especially enjoys. Golf has been great therapy while also being a fantastic date activity!
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 :

• Ability and Desire to recruit, train and develop new financial representatives.
• Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
• Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

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.