Business Specialist with Healthcare Background

Boyle Region - Modern Woodmen of America

Business Specialist with Healthcare Background

Oak Park, IL +2 locations
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Transition Your Healthcare Expertise into Financial Services with the Boyle Region - Modern Woodmen of America!

    Leverage Your Healthcare Background for a Rewarding Career:

    Build Direct Client Relationships: Professionals from healthcare 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.

    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:

    Tim Boyle

    Tim is a highly experienced financial services professional with a strong background in cross‑functional team building and strategic sales planning. His leadership experience in developing teams, guiding sales strategy, and supporting professionals at every stage of growth has led him to his role as Regional Director at Modern Woodmen. He is passionate about creating strong, collaborative teams and building meaningful, long‑lasting client relationships.

    Bart Warren

    Managing Partner, Bart Warren, with Modern Woodmen and has been in this role for 10 years. He began his career in the financial services industry 25 years ago, right out of college, after earning a Marketing and Sales degree from Northern Illinois University in 2000. Bart joined Modern Woodmen in 2009 and quickly moved into leadership. Outside of work, he enjoys coaching his children in travel baseball and softball. He’s been married to his wife for 22 years and is a big fan of the Chicago Cubs and Chicago Bears. In his free time, Bart also enjoys golfing, yardwork, and spending time with his two dogs and cat.

    Annie LaMontagna

    Annie is an Administrative Assistant at Modern Woodmen, where she's spent almost two years supporting her team through communication, event coordination, and recruiting. She graduated from Illinois State University and enjoyed creating a positive, organized experience for everyone she works with. Outside the office, she loves spending time with my family and friends, reading, and gardening.

    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 sales skills.

    Deadline: Apply soon as this position will go fast.

    Flexible work from home options available.

  • Locations
    Oak Park, IL • Tinley Park, IL • Naperville, IL