Client Advisor with Mortgage Background

Hill Region - Modern Woodmen of America

Client Advisor with Mortgage Background

Greenwood, IN
Full Time
Paid
  • Responsibilities

    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 Mortgage Field Experience into Financial Services with Modern Woodmen!

    Deep Understanding of Financial Products: Mortgage professionals are well-versed in complex financial instruments, making it easier to understand and adapt to the diverse range of products in financial services.

    Strong Client Relationship Skills: Mortgage industry experience often involves managing long-term client relationships, a skill highly transferable to fostering trust and loyalty in financial services.

    Problem-Solving Expertise: Mortgage roles require assessing financial situations, risk management, and regulatory compliance—skills directly applicable to broader financial services roles.

    Regulatory and Compliance Knowledge: Familiarity with mortgage regulations equips candidates with the ability to navigate financial services' legal and compliance landscapes effectively.

    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.

    Discover Modern Woodmen's impact in Your community, follow this link: https://www.modernwoodmen.org/about-us/community-impact/

    Check out the varying backgrounds of some of our local 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.

    Beau Jackson- Managing Partner

    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.

    Kurtis Iseminger - Financial Advisor

    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.

    Amanda Meyer - Financial Advisor

    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.

    Why Choose Modern Woodmen:

    A Winning Culture: We are a tight-knit community with values aligned to deliver the best for our team and members. We celebrate collective victories and support each other's growth and success, while impacting our community in a huge way.

    Quality Training and Development: With the passionate team to guide you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your member's lives & achievements soar.

    Exceptional Earning Potential: Our Managing Partners across the state have seen remarkable success. With guidance, you'll have the chance to excel and secure a bright financial future.

    Growth: Guided by mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. We are committed to fostering your continuous growth and propelling you to greater career heights.

    Qualifications:

    Minimum of a Life Insurance License and/or SIE Certification (one or both required)

    Series 26 (or 24) License (preferred)

    Leadership skills and effective communication ability

    Strong background in sales or customer service, with the desire and ability to lead others

    Key Responsibilities:

    Serve members' financial needs by providing tailored financial solutions.

    Exemplify leadership in the community through active involvement and engagement.

    Drive the growth of the local office by recruiting, training, and developing financial representatives.

    Build and nurture a high-performing team to contribute to the success of Modern Woodmen.

    Perks/Benefits:

    Competitive compensation

    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

    Deadline: Apply soon as this position will go fast.

    Flexible work from home options available.