About this role
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Key Responsibilities:
- Assist the local team with client communication, appointment coordination, and the full business development cycle
- Help prepare personalized planning materials, reports, and documentation
- Maintain accurate and compliant client records
- Participate in client meetings, supporting follow-through and service
- Engage in marketing and outreach efforts to help grow the client base
- Develop industry knowledge through ongoing education and mentorship
Perks & Benefits:
This role offers competitive compensation with strong income potential and a clear path for advancement. Team members benefit from comprehensive benefits, including retirement plans, fraternal programs that enhance quality family life, and hands-on training and development from experienced leaders. Our culture is rooted in support, open communication, and a shared commitment to both personal and professional growth. You’ll also have regular opportunities to engage in local volunteer projects and community initiatives—because we believe in giving back while building a career with purpose.
- Strong interpersonal and organizational skills
- Professionalism and attention to detail
- Motivation to grow within the financial planning field
- A passion for helping others achieve long-term goals
- Bachelor’s degree (preferred) or equivalent experience
- Openness to obtaining required licenses and certifications
- Ability to work (with flexability) out of our office located: 99 W Jefferson St, Franklin IN 46131
Flexible work from home options available.
Other facts
About Hill Region - Modern Woodmen of America
Owned and operated by members, we’re a fraternal benefit society that offers a unique blend of financial services, member benefits and community impact. Modern Woodmen exists to improve quality of life for our members and the hometown communities where they live, work and play.
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New to fraternals?
As a fraternal benefit society, we’re a little different than other financial organizations.
• We offer families financial security through life insurance, retirement planning and financial services.
• We foster quality family life through member benefits and local fraternal activities.
• We support community improvement through hometown volunteer projects that make an impact where our members live.
We've been protecting families and helping communities since 1883. Our 1,000+ representatives currently serve nearly 700,000 members and their hometowns nationwide. Together, we make a local impact. It’s how we do business.
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Want to hear more?
Check out our career opportunities and page updates to learn what we’re all about.
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Learn more about how we operate our social media pages at modernwoodmen.org/smterms.
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Forbes ranking information: https://www.modernwoodmen.org/about-us/news-and-media/modern-woodmen-of-america-named-one-of-the-worlds-best/
What you'll do
- Assist the local team with client communication and business development. Help prepare personalized planning materials and engage in marketing efforts to grow the client base.
Ready to join Hill Region - Modern Woodmen of America?
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