Business Specialist with Healthcare Background

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Training & development

Vision insurance

Transition Your Healthcare Expertise into Financial Services with the Michigan 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 :

Scott McDonald Regional Director

• Personal Background : Dedicated father and grandfather; cherishes time with family, especially given the 1,000-mile distance from his kids and grandkids, making every visit special.
• Outside Interests : Enjoys playing golf and brewing beer in his free time. A passionate San Francisco 49ers fan.
• Professional Journey : Began his career with Modern Woodmen in August of 1990 after working as a store manager in retail. Transitioned into the financial services industry to make a greater impact on peoples lives.
• Core Values : Values strong personal connections and meaningful relationships, both professionally and personally.
• Vision at Modern Woodmen : Committed to fostering a supportive and people-first environment where individuals and families can build secure financial futures.

Andrew Beers - Managing Director :

• How long with MWA : Started with Modern Woodmen in July 2014.
• Prior Experience : Just graduated college and was interviewing for financial planning / analyst roles. Found Modern Woodmen on CareerBuilder.com.
• Personally : Loves spending time with family, especially at the pool or at the cottage up north on the lake. Enjoys pickup basketball, weightlifting, and golf. He also enjoys time with friends and exploring new activities and restaurants.

Grace Braatz-Opper - Financial Representative :

• How long with MWA : Started with Modern Woodmen in 2015.
• Prior Experience : Was a senior in college, working full time, flipping houses, and coaching volleyball.
• Personally : Passionate about her wonderful husband, traveling up north to Charlevoix in the summers, and traveling out of state during the winter months. Loves pickleball, jet skiing, and spending time with friends and family. Also a new football fanGo Lions!

Chaz King - Financial Representative :

• How long with MWA : Started with Modern Woodmen in August 2014.
• Prior Experience : Worked in the entertainment business as a magician and hypnotist.
• Personally : Passionate about his wife and kids, spending time with family and friends, and music. Loves anything outdoors and considers his lake house up north his sanctuary. Big Detroit Lions fan. Enjoys playing golf and basketball, working out, and is a big health and wellness enthusiast.

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 :

• 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.

Deadline : Apply soon as this position will go fast.

Flexible work from home options available.