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 Teaching/Coaching Expertise to Financial Services with Polk Region - Modern Woodmen of America!

Are you an educator or coach interested in exploring a new career path? The Polk Region of Modern Woodmen of America invites professionals from the education and coaching fields to consider how their communication skills, mentorship experience, and passion for helping others can align with a career in financial services as a Financial Representative. This role offers fresh opportunities for personal growth, increased income potential, and long-term professional impact. Here’s why many former educators and coaches have found success in making this meaningful transition:

Strong Interpersonal and Communication Skills: Educators and coaches are natural communicators who excel at breaking down complex topics—an essential skill for guiding clients through financial decisions with clarity and confidence.

Commitment to Helping Others Succeed: Just as they’ve supported students or athletes in reaching their potential, they thrive in financial services by helping clients set, pursue, and achieve meaningful financial goals.

Discipline and Goal Orientation: Coaching and teaching require planning, consistency, and tracking progress—all transferable skills that align perfectly with the structured approach needed for financial planning and long-term client relationships.

Trust and Relationship Building: Coaches and educators often serve as trusted mentors; that ability to build rapport and earn trust is invaluable in fostering lifelong client relationships in financial services.

Meet Our Local Leaders:

Daniel Polk - Regional Director

Personal Background: Devoted father and husband; played professional football in the German Football League before beginning with Modern Woodmen in 2012.

Outside Interests: Enjoys playing with his young kids, boating at the lake with his wife and friends, hunting, and playing golf.

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.

Zach Mcdowell - Managing Partner:

Began his career with Modern Woodmen in 2015.

Formerly was a chemical engineer for Merck and Biogen before beginning with MW.

Personally: Loves spending time with his wife and two daughters. Enjoys golfing, fishing, and traveling.

Shaye Polk - Financial Representative:

Started with Modern Woodmen in 2022.

Formerly spent 16 years as an adult medicine PA and had a practice of about 700 patients/clients.

Personally: Enjoys watching football, tailgating, playing golf, and exploring great restaurants.

Clay Lockamon - Financial Representative:

Began his career with Modern Woodmen in 2019.

Was a college baseball player at UNC-Wilmington before starting with MW.

Personally: Loves being a father and spending time with his daughter. Enjoys boating, duck hunting, playing golf, and spending time with friends.

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 sales skills.

Deadline: Apply soon as this position will go fast.

Flexible work from home options available.