Business Specialist with Healthcare Background

Marsh Region - Modern Woodmen of America

Business Specialist with Healthcare Background

Pensacola, FL +2 locations
Full Time
Paid
  • Responsibilities

    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 Marsh Region - Modern Woodmen of America!

    Leverage Your Healthcare Background for a Rewarding Career:

    Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, 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.

    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:

    Jonathan Marsh - Regional Director

    Personal Background: Father of two children and married for 25 years.

    Outside Interests: Enjoys both golf and bass fishing, is very passionate about family.

    Professional Journey: Began his career with Modern Woodmen in 2007; started his career as a UPS driver.

    Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

    Jim Brown - Financial Representative:

    Managing Partner with Modern Woodmen since 2009.

    Jim formerly worked for AFR Radio.

    Personally: Passionate about running, has a wife Candace and 4 kids; his boys hold most of the MS Cross Country State Records.

    Brandon Palmer - Financial Representative:

    Began working for Modern Woodmen in 2021.

    Brandon formerly worked for an insurance agency before making the transition to Modern Woodmen.

    Personally: Serves as a youth pastor at his church; has a wife Casey, two daughters and an adopted son.

    Steven Eaton - Managing Partner:

    Began working for Modern Woodmen in 2010.

    Was a general contractor before coming to Modern Woodmen.

    Personally: Passionate about anything and everything baseball. Has a wife Jessica, and two sons. The oldest son is entering their business, the youngest son is playing baseball at Pearl River.

    Ron Bradley - Managing Partner:

    Started at Modern Woodmen in 2007.

    Formerly was a business owner of his own lawn and spraying business.

    Personally: Married with 3 children. Loves all types of outdoor activities and is really big into travel baseball.

    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

    Goal-Driven

    Willingness to Obtain State Insurance License

    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
    Pensacola, FL • Jackson, MS • Columbus, MS