Financial Advisor with Management Experience
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 West Tennessee Region of 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 Local Leaders:
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.
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.