Financial Planner with Real Estate Background Hybrid - US

Nungesser Region - Modern Woodmen of America

Financial Planner with Real Estate Background

Full Time • Hybrid - US
Benefits:
  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Transition Your Real Estate Expertise to Financial Services – A Pathway to Leadership with the Nungesser Region - Modern Woodmen of America!

Are you a real estate professional interested in exploring a new career path? The Nungesser Region of Modern Woodmen of America invites individuals with experience in real estate to consider how their client-focused approach, entrepreneurial mindset, and negotiation skills can align with a career in financial services as a Financial Planner. This role could offer new opportunities for personal and professional growth, long-term impact, and unlimited income potential. Here’s why many former real estate professionals could find success making this career change:

  • Client Relationship Management: Real estate professionals excel at building strong, trust-based relationships—an essential foundation for success in financial services, where lifelong client partnerships are key.
  • Sales and Negotiation Skills: The ability to guide clients through major life decisions could translate seamlessly into financial planning, where strategy, communication, and trust are vital.
  • Self-Motivation and Entrepreneurial Drive: In both real estate and financial services, success is driven by initiative, goal-setting, and consistent follow-through—traits that define high-performing professionals.
  • Adaptability and Problem Solving: Just as real estate professionals navigate complex transactions, they could thrive in financial services by helping clients solve financial challenges and plan confidently for the future.
Meet Our Local Leaders:

Danny Nungesser - Regional Director:
  • Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia. 
  • Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years.
  • Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people.
  • 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.
Kevin Callison - Managing Partner:
  • Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan.
  • Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in people’s lives.
  • Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive.
Evan Davis – Managing Partner:
  • Personal Background: Recently became a father and lives with his wife in Dawsonville. A former college soccer player who graduated from North Georgia. Enjoys deer hunting and stays connected with family in Griffin, Georgia.
  • Professional Journey: Joined Modern Woodmen right out of college in July 2020 and quickly excelled, earning the role of Managing Partner within a few months. His competitive spirit and dedication have driven his rapid success in the organization.
  • Core Values: Believes in hard work, perseverance, and the power of mentorship. Strives to lead by example and support his team’s growth. Values both personal and professional development while maintaining strong family ties.
Patrick Hanlon – Financial Representative:
  • Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community.
  • Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner.
  • Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community.
Tricia Bethel – Financial Representative:
  • Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta County’s first and largest all-female Boy Scout Troop, where her love for leadership and community shines.
  • Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where she’s spent the past three years helping others build stronger financial futures. She’s especially focused on empowering and educating women in wealth building.
  • Core Values: Tricia believes in service, leadership, and the power of education. She’s committed to making a lasting impact by helping clients—especially women—gain confidence and clarity in their financial lives.
About Modern Woodmen of America:
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.

Benefits:
  • 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
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
  • Willingness to perform a background check
  • College degree (preferred, not required)
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.


Deadline: Apply soon as this position will go fast. 

Flexible work from home options available.

Compensation: $76,000.00 - $94,000.00 per year




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Why Should You Join Us?

Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers