Financial Advisor 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 Frey 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 Regional Director:
Danny Frey II is Regional Director for Modern Woodmen of America, 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 Woodmen’s 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.

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:

• 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 skills.

Deadline:
Apply soon as this position will go fast.

Flexible work from home options available.

Frey Region – Modern Woodmen of America