What are the responsibilities and job description for the Business Specialist with Healthcare Background position at Hill Region - Modern Woodmen of America?
Benefits:
Transition Your Healthcare Expertise into Financial Services with the Hill Region - Modern Woodmen of America!
Leverage Your Healthcare Background for a Rewarding Career:
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:
Lucas Hill - Regional Director
- 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 Hill Region - Modern Woodmen of America!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare 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 its 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 lifes 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.
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:
Lucas Hill - Regional Director
- Prior experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry.
- Outside of work: Avid golfer and enjoys traveling, watching Pacers games, and playing soccer.
- About: Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education.
- Prior Experience: Former director of a youth soccer academy, now a Managing Partner in Greenwood.
- Time in Seat: 4 years as Managing Partner.
- Outside of Work: Enjoys golfing, traveling, and volunteering in his local community.
- About: Married with two children, integrates his passion for sports and community service into his personal and professional life.
- Prior Experience: Senior Financial Advisor at MWA.
- Time in Seat: 7 years in Wanatah, Indiana.
- Outside of Work: Loves outdoor activities with his wife and spending quality time with friends and family.
- About: Focuses on fostering strong personal and financial relationships.
- Prior Experience: Former counselor, now a Financial Advisor at MWA.
- Time in Seat: 1 year in the financial sector.
- Outside of Work: Plays professional soccer for Indy Eleven.
- About: Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising.
- 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
- 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)
- 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.
Flexible work from home options available.
Salary : $86,000 - $135,000