What are the responsibilities and job description for the Insurance Agent with Training position at Mallett Region - Modern Woodmen of America?
Benefits:
Join the Mallett Region of Modern Woodmen of America (MWA)!
Join the Mallett Region of Modern Woodmen of America and make a lasting impact in Oklahoma, Kansa City, Southeast Kansas and Southwest Missouri! As an Insurance Agent (offering sponsorship and support to advance quickly to become a future Financial Services Professional), 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 over the last few years. By joining our team, you’ll help us continue this legacy while gaining the support and resources you need to build a successful career.
Follow this link to learn more about our Region: https://reps.modernwoodmen.org/mallett/
Role Responsibilities: As a Modern Woodmen agent, you'll play a vital role in helping individuals and families plan for secure financial futures while building meaningful, long-term relationships in your community. Responsibilities include:
Gregory D. Mallett, Regional Director/Investment Advisor Representative
- 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)!
Join the Mallett Region of Modern Woodmen of America and make a lasting impact in Oklahoma, Kansa City, Southeast Kansas and Southwest Missouri! As an Insurance Agent (offering sponsorship and support to advance quickly to become a future Financial Services Professional), 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 over the last few years. By joining our team, you’ll help us continue this legacy while gaining the support and resources you need to build a successful career.
Follow this link to learn more about our Region: https://reps.modernwoodmen.org/mallett/
Role Responsibilities: As a Modern Woodmen agent, you'll play a vital role in helping individuals and families plan for secure financial futures while building meaningful, long-term relationships in your community. Responsibilities include:
- Personalized Member Consultations: Meet with individuals and families to understand their current financial situation and long-term goals, offering tailored life insurance and investment-based solutions (once state certifications and company sponsored training are achieved).
- Financial Guidance: Educate members on a variety of financial tools including life insurance, retirement planning, college savings, and other asset protection strategies.
- Member Lead Engagement: Meet with existing member leads provided through local marketing efforts and community engagement initiatives.
- Relationship Building: Provide exceptional, ongoing service to members with regular reviews and check-ins to adjust financial plans as life evolves.
- Community Engagement: Actively build your network through relationship-based prospecting, local involvement, referrals, and member events.
- Training and Growth: Participate in Modern Woodmen’s mentorship and training programs to sharpen your professional skills and explore paths to leadership.
- Goal Achievement: Meet or exceed performance benchmarks for member activity, plan implementation, and retention.
- Compliance & Ethics: Adhere to all industry regulations, company policies, and state licensing requirements, maintaining the highest standards of professionalism, integrity, and ethical conduct in all member interactions.
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.
- Competitive Pay
- 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 benefits
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
- Team-Oriented
- Enthusiastic
- Positive Attitude
- Community-Focused
- Coachable
- Athletic Background (bonus)
- Military Background (bonus)
- Goal-Driven
- Willingness to Obtain State Insurance License
- College Degree (preferred, not required)
Flexible work from home options available.
Salary : $400,000