At the Polk Region of Modern Woodmen of America, we’re looking for driven individuals to join our mission of helping members in our community achieve financial security.

We have current openings for entry-level applicants, as well as experienced insurance/financial services leaders to quickly move into the leadership role of, Managing Partner. Our representatives and managing partners offer personalized financial solutions, and our supportive, community first culture ensures every team member grows both professionally and personally.

 

Our mission is to remain a top-tier holistic financial planning firm dedicated to providing needs-based solutions that empower our clients to achieve their dreams and safeguard their futures. Inspired by the care and thoroughness of a family physician’s office, we prioritize personalized service, meeting with clients annually to perform financial “checkups” and ensure their plans operate at peak efficiency.

 

We specialize in both investment and protection, offering expert guidance at every stage of life. Over the next five years, we are committed to growing our team from 32 to 50+ advisors while maintaining our client-first, needs-based philosophy. This growth will be accompanied by sustaining or increasing our advisors’ average income, currently $145,000 annually, including for first-year advisors. Our success is built on robust mentorship programs with senior advisors and tailored business development plans for each new team member. We also require a strong commitment to professionalism, with advisors achieving Series 65/66 licensing within their first year.

 

Beyond our professional achievements, we are deeply committed to giving back to the communities we serve. We proudly support charities and actively participate in events and donations with local police, fire departments, food pantries, and nonprofits dedicated to helping young children thrive.

 

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:

 

Daniel Polk - Regional Director

• Personal Background: Devoted father and husband; played professional football in the German Football League before beginning with Modern Woodmen in 2012.
• Outside Interests: Enjoys playing with his young kids, boating at the lake with his wife and friends, hunting, and playing golf.
• 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.

 

Zach Mcdowell - Managing Partner:

• Began his career with Modern Woodmen in 2015.
• Formerly was a chemical engineer for Merck and Biogen before beginning with MW.
• Personally: Loves spending time with his wife and two daughters. Enjoys golfing, fishing, and traveling.

 

Shaye Polk - Financial Representative:

• Started with Modern Woodmen in 2022.
• Formerly spent 16 years as an adult medicine PA and had a practice of about 700 patients/clients. 
• Personally: Enjoys watching football, tailgating, playing golf, and exploring great restaurants. 

 

Clay Lockamon - Financial Representative:

• Began his career with Modern Woodmen in 2019.
• Was a college baseball player at UNC-Wilmington before starting with MW. 
• Personally: Loves being a father and spending time with his daughter. Enjoys boating, duck hunting, playing golf, and spending time with friends.

 

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 (preferred, not required)

 

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