Financial Representative - Entry Level

Starr Region - Modern Woodmen of America

Stamford, CT

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JOB DETAILS

SKILLS

Auditing, Banking Services, Business Development, Customer Relationship Management (CRM), Customer Support/Service, Dental Insurance, Detail Oriented, Exceeded Sales Goal, Financial Planning, Financial Services, Health Insurance, Insurance, Leadership, Mentoring, Needs Assessment, Network Administration/Management, Networking Events, Operational Audit, Philosophy, Resolve Customer Issues, Resource Management, Revenue Growth, Set Goals, Sports, Team Lead/Manager, Team Player, Training/Teaching, Vision Plan, Willing to Travel

LOCATION

Stamford, CT

POSTED

30 days ago

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

Are you someone who thrives on competition, teamwork, and achieving excellence? The Starr Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference in the lives of our members and communities. If you’re ready to take on new challenges, grow your career, and make a lasting impact, we’d love to connect with you.

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.

Meet Our Team:

Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement. With 37 years of experience in the financial services industry, Jon brings extensive leadership and expertise in agency development, advisor mentorship, and client relationship management. Throughout his career, he has built and led successful teams while maintaining a steadfast commitment to integrity, service, and helping others achieve financial security. Outside of work, Jon enjoys spending time with family and giving back to his community.

Kyle Reis is a Financial Representative with Modern Woodmen of America, where he is dedicated to helping members achieve financial security while making a positive impact in their communities. Before joining Modern Woodmen, Kyle served as a Teller Supervisor at a local bank, where he oversaw branch operations, conducted audits, and ensured efficient daily financial processes. His background in banking has given him a strong foundation in client service and attention to detail. Outside of work, Kyle enjoys spending time with family and friends, playing golf, watching sports, and traveling to explore new cultures.

Eric J. Gallicchio is Managing Partner for Modern Woodmen of America, bringing more than 30 years of experience in the financial services industry. Throughout his career, he has built a reputation for leadership, professionalism, and dedication to helping clients achieve long-term financial security. A proud MDRT qualifier and former General Agent Partner, Eric is committed to guiding his team and members with integrity and care. He resides in Hamden, Connecticut, with his wife of 25 years, Marna, and is an avid New York Yankees fan.

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
Goal-Driven
Willingness to obtain state insurance license
College degree (preferred, not required)

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.

Financial Representative - Entry Level

Starr Region - Modern Woodmen of America

Stamford, CT

About the Company

Starr Region - Modern Woodmen of America

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