Business Specialist Healthcare Background

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 Healthcare Expertise into Financial Services with the West Tennessee Region of 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 it’s 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 life’s 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.

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.

Brad Keltner is Regional Director for Modern Woodmen of America, where he focuses on leadership development, member growth, and community engagement. With more than 25 years of experience, Brad brings a strong background in financial services, relationship building, and team development. Before joining Modern Woodmen, he built a successful career in office equipment with a Fortune 500 company, where he honed his skills in service and leadership.

Outside of work, Brad enjoys spending time with his wife and family, attending his daughter’s ballgames, golfing, staying active in his church, and catching up with his grown sons.

Hunter Summar is Managing Partner for Modern Woodmen of America, where he focuses on guiding members and advisors toward financial security and community impact. With over 11 years of experience, he brings a background in installing and maintaining communication systems for first responders and agricultural businesses. Outside of work, Hunter is passionate about his faith and supporting his sons in sports.

Tina Graves is a Financial Representative with Modern Woodmen of America, bringing 16 years of experience and a background as an elementary school principal. She is passionate about helping members achieve financial security while making a positive impact in her community. Outside of work, Tina enjoys entertaining, traveling, volunteering, and spending time on her family farm.

Zach Congiardo is a Financial Representative with Modern Woodmen of America, bringing 10 years of experience and a passion for helping others achieve financial stability and purpose. A graduate of the University of Tennessee at Martin, Zach is actively involved in his church and community. Outside of work, he enjoys marching band music and spending time with his wife and their six-month-old son.

• 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

• 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)

• 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.