Financial Advisor with Management Skills

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

Transition Your Management Expertise to Financial Services – A Pathway to Leadership with the Starr Region - Modern Woodmen of America!

Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.

Leverage Your Leadership Expertise : Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.

Build Meaningful Relationships : Just as you’ve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.

See the Impact of Your Work : In management, you’ve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.

Unlock Unlimited Growth Potential : Unlike traditional management roles, your growth here isn’t capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.

Meet Our Team :

Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement. With 37 years of experience in the financial services industry, Jon brings extensive leadership and expertise in agency development, advisor mentorship, and client relationship management. Throughout his career, he has built and led successful teams while maintaining a steadfast commitment to integrity, service, and helping others achieve financial security. Outside of work, Jon enjoys spending time with family and giving back to his community.

Kyle Reis is a Financial Representative with Modern Woodmen of America, where he is dedicated to helping members achieve financial security while making a positive impact in their communities. Before joining Modern Woodmen, Kyle served as a Teller Supervisor at a local bank, where he oversaw branch operations, conducted audits, and ensured efficient daily financial processes. His background in banking has given him a strong foundation in client service and attention to detail. Outside of work, Kyle enjoys spending time with family and friends, playing golf, watching sports, and traveling to explore new cultures.

Eric J. Gallicchio is Managing Partner for Modern Woodmen of America, bringing more than 30 years of experience in the financial services industry. Throughout his career, he has built a reputation for leadership, professionalism, and dedication to helping clients achieve long-term financial security. A proud MDRT qualifier and former General Agent Partner, Eric is committed to guiding his team and members with integrity and care. He resides in Hamden, Connecticut, with his wife of 25 years, Marna, and is an avid New York Yankees fan.

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.

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 skills.

Deadline : Apply soon as this position will go fast.

Flexible work from home options available.