Insurance Agent with Training

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Foster Region - Modern Woodmen of America

Posted 2 months ago

Full Time

Phoenix, Arizona

Remote OK

Smart Summary

Responsibilities

The Insurance Agent will consult with members to assess their insurance needs and recommend appropriate coverage. They are also responsible for building a network of clients and meeting business development goals.

Qualifications

You are a team-oriented, self-starter with a positive attitude and a willingness to learn. You have a Bachelor's degree and are eager to obtain your state insurance license to begin a career in financial services.

Must Have Skills for ATS

Insurance License

Job Description

Benefits:
  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Do you thrive on challenges and achieving greatness in your career and beyond? The Foster Region - Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across California, Arizona, and Texas.

We are expanding across the following locations:
  • Ground Floor Opportunity - New offices coming soon in Sacramento, Folsom and Modesto, California as well as Austin and San Antonio, TX.
  • Arizona: 11811 N. Tatum Blvd. Suite 3031, Phoenix, AZ 85028
  • Culver City, California: 5841 Uplander Way, Culver City, CA 90230
  • Ontario, California: 3350 Shelby St. Suite 330, Ontario, CA 91764
  • Laguna Hills, California: 23441 S. Pointe Dr. Suite 110, Laguna Hills, CA 92653
Our Region’s Vision: Founded in 2013, our region has grown from the ground up to become the number one agency in the country, driven by a deep commitment to our core values of faith, family, and fraternal. These pillars have guided every decision we’ve made and are at the heart of our mission to build an organization of advisors who are not only highly skilled and competitive but also dedicated to living a lifestyle of significance. Over the past decade, our region has earned recognition as the top agency through prestigious awards like the President’s Achievement Award and the Regional Growth Award, which we've received multiple times for being the fastest growing region. Beyond business success, our commitment to making a positive impact in the communities we serve is reflected in the more than one million dollars we’ve contributed in fraternal expenditures. As we continue to grow, our focus remains on helping our clients achieve their goals while making a lasting, positive difference in the lives of those around us.
Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck
About Modern Woodmen: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Check out the varying backgrounds of some of our local leaders:
Chad Foster - Regional Director
  • Personal Background: Devoted father of two children, Braden and Collins and husband to his wife Casey; had many entrepreneurial endeavors growing up.
  • Outside Interests: Enjoys smoking brisket or ribs while watching either the Cowboys, Mavericks, Rangers or Longhorns. He loves spending time with the family playing golf, tennis or hanging out at the pool and is active in their church!
  • Professional Journey: Began his career with MWA in 2008 after graduating from college and playing football.
  • 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.
Bennett Sperber III - Managing Partner:
  • Managing Partner with Modern Woodmen since 2016.
  • Prior Experience: Bennett worked in construction as a superintendent and travelled around the world pursuing a career out of professional soccer.
  • Personally: Husband and a father to his two children. He enjoys watching his kids grow in their athletic journeys and while he does that, sets the example by staying fit through CrossFit, playing soccer, and the occasional golf outing.
Joshua Leung - Financial Representative:
  • Financial Representative with Modern Woodmen since 2018.
  • Prior Experience: Was a college student interning for another financial service firm. 
  • Personally: Really involved in his church/serving with my Bible study, but also loves playing music (guitar/drums/piano) and sports like basketball, surfing, and Spikeball. 
Austin Beneteau - Financial Representative:
  • With Modern Woodmen since 2016.
  • Prior Experience: Was the general manager for a construction company located in the Coachella Valley.
  • Personally: Passionate husband and father. One of their favorite things has been going to zoos which his son  especially enjoys. Golf has been great therapy while also being a fantastic date activity! 
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.
  • Target Achievement: Meet or exceed business development goals.
Perks/Benefits:
  • Strong Income Opportunity. 
  • Potential to earn client member leads. 
  • Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
  • Exclusive training/development with the financial services professional supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
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 Required (Bachelor’s)

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. 

Flexible work from home options available.

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Foster 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. --- 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. --- Want to hear more? Check out our career opportunities and page updates to learn what we’re all about. --- Learn more about how we operate our social media pages at modernwoodmen.org/smterms. --- Forbes ranking information: https://www.modernwoodmen.org/forbes2025/
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