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

Key Responsibilities:

Understand and Serve Members' Needs: Build meaningful relationships with clients to understand their financial goals and concerns, then provide personalized financial strategies to help them plan for retirement, education, protection, and legacy planning.

Deliver Tailored Financial Solutions: Offer guidance on life insurance, annuities, investment products, and other financial tools that align with each member’s unique circumstances and life stage.

Maintain Ethical and Professional Standards: Uphold the highest level of integrity, transparency, and compliance while educating clients and empowering them to make informed decisions.

Exemplify Community Leadership: Represent Modern Woodmen through active involvement in local events, nonprofits, volunteer efforts, and civic organizations—helping strengthen your community while building trust and visibility.

Grow a Professional Practice: Develop and manage a growing client base through referrals, networking, outreach efforts, and community engagement. Track progress using effective business planning and time management techniques.

Promote Modern Woodmen’s Mission: Support the organization’s fraternal mission by organizing or participating in member events, community impact programs, and charitable initiatives that reflect the values of service, stewardship, and connection.

Perks/Benefits:

Competitive compensation

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

Qualifications:

Minimum of a Life Insurance License and/or SIE Certification (if not licensed having an openness to quickly obtain)

Series 26 (or 24) License (preferred)

Leadership skills and effective communication ability

Strong background in business development, customer focused marketing or customer service, with the desire and ability to lead others

Follow these links to hear from Modern Woodmen Advisors on why they chose a career focused on impact: https://youtu.be/dr4A_UVQXKg?list=PLdTWVuCoFH8rJQO87CjHHSGrgf--trmB_ and https://youtu.be/-qWeFzHB-ck?si=9curxEJuthDzptgM

Lucas – Regional Director Lucas began his career as a Financial Advisor, progressed to Managing Partner, and now serves as a Regional Director with 12 years of experience in the industry. He grew up in a Chicago suburb and attended college just south of Indianapolis. Lucas is passionate about real financial planning and education. Outside of work, he enjoys traveling, playing soccer, watching Pacers games, and spending time on the golf course.

Beau – Managing Partner Beau leads the Greenwood office as a Managing Partner, a role he’s held for four years. Before joining the financial world, he directed a youth soccer academy. Married with two children, Beau brings his passion for sports, family, and community service into every aspect of his life. When he's not working, you'll find him golfing, traveling, or volunteering locally.

Kurtis – Financial Advisor With seven years of experience as a Financial Advisor in Wanatah, Indiana, Kurtis is known for building strong personal and financial relationships. Previously a Senior Advisor with MWA, he values time spent outdoors with his wife and cherishes moments shared with friends and family.

Amanda – Financial Advisor Amanda transitioned from counseling to financial advising just one year ago and now serves clients as a Financial Advisor at MWA. Originally from Cincinnati and now based in Indianapolis, she merges her background in counseling with a passion for helping others plan financially. In addition to her professional work, Amanda plays professional soccer for Indy Eleven.

About Modern Woodmen:

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Unique Fraternal Component:

Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.