What are the responsibilities and job description for the Financial Representative - Entry Level position at Mallett Region - Modern Woodmen of America?
Benefits:
Join the Mallett Region of Modern Woodmen of America (MWA) as a Financial Representative - Entry Level!
Join the Mallett Region of Modern Woodmen of America and make a lasting impact in Oklahoma and Southeast Kansas! As a Financial Representative, you'll help our members secure their financial futures through life insurance, investments, and estate planning. Our member-owned organization is driven by a passion for building financial security, not only for individuals but for families and communities. We pride ourselves on our commitment to giving back, with over $400,000 donated to local causes in 2019. By joining our team, youll help us continue this legacy while gaining the support and resources you need to build a successful career in financial services. If you're driven, community-minded, and passionate about helping others, we want you on our team!
Follow this link to learn more about our Region: https://reps.modernwoodmen.org/mallett/
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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/
Location: Our Regional office is based in Tulsa, OK and we support growth in Oklahoma, Wichita KS, Kansas City and Southeast Kansas.
Meet the Heartbeat of Our Region, Our People:
Gregory D. Mallett, Regional Director/Investment Advisor Representative
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Mallett Region of Modern Woodmen of America (MWA) as a Financial Representative - Entry Level!
Join the Mallett Region of Modern Woodmen of America and make a lasting impact in Oklahoma and Southeast Kansas! As a Financial Representative, you'll help our members secure their financial futures through life insurance, investments, and estate planning. Our member-owned organization is driven by a passion for building financial security, not only for individuals but for families and communities. We pride ourselves on our commitment to giving back, with over $400,000 donated to local causes in 2019. By joining our team, youll help us continue this legacy while gaining the support and resources you need to build a successful career in financial services. If you're driven, community-minded, and passionate about helping others, we want you on our team!
Follow this link to learn more about our Region: https://reps.modernwoodmen.org/mallett/
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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/
Location: Our Regional office is based in Tulsa, OK and we support growth in Oklahoma, Wichita KS, Kansas City and Southeast Kansas.
Meet the Heartbeat of Our Region, Our People:
Gregory D. Mallett, Regional Director/Investment Advisor Representative
- Prior Experience: Before Modern Woodmen, Gregory was a Journeyman Electrician in Little Rock, Arkansas.
- Time with MWA: 35 years as of July 1st.
- Outside of Work: Passionate about faith and family. Enjoys playing golf, hunting, fishing, and playing the guitar.
- About: Serves as President of the NAFIC (National Association of Fraternal Insurance Counselors) and as a board member of Soul Care with his wife, a ministry out of Liberty, Missouri, that supports pastors and church leaders and their families.
- Prior Experience: Former college swimmer at Virginia Tech.
- Time with MWA: 7 years.
- Outside of Work: Loves to travel the world, passionate about Girl Scouts and giving back to the community.
- Prior Experience: Played college tennis at Southern Nazarene University.
- Time with MWA: 20 years.
- Outside of Work: Focuses on family, church, and tennis. Enjoys the outdoors, riding motorcycles, and playing tennis. Has three children, with one in college.
- Prior Experience: Started right out of college. Founded and sold an options trading blog before transitioning into financial services. Holds a BBA in Finance from the University of Central Arkansas.
- Time with MWA: 3 years.
- Outside of Work: Married, loves golfing, hunting, and spending time with family. A huge Arkansas Razorback fan.
- Prior Experience: Played college soccer and graduated from Oklahoma State, a huge Cowboys fan.
- Time with MWA: Over 20 years.
- Outside of Work: Lives in Edmond, OK. Has three daughters and enjoys hunting and fishing.
- 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.
- 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
- 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.
Flexible work from home options available.
Salary : $78,900 - $112,400