Wealth Agent Entry Level

OK/KS Region - Modern Woodmen of America
Oklahoma City, OK, US
Full-time

Job Description

Job Description

Benefits :
  • 401(k)
  • 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 OK / KS Region of Modern Woodmen of America (MWA for short) as a new Financial Representative!

    About Us : Modern Woodmen of America, established in 1883, is a fraternal financial services organization dedicated to providing financial security and promoting quality family life while making a positive impact in our local communities.

    We are member-owned and operate with a strong sense of community and support.

    Location : Our Regional office is based in Tulsa, OK and we support growth in Oklahoma, Wichita KS and Southeast Kansas.

    Regional Director : Greg Mallett

    About the Role : We are looking for passionate and driven individuals to join our team as a new Financial Representatives. In this role, you will :

    • Provide tailored financial solutions to meet the needs of our members.
    • Build and maintain strong relationships within the community.
    • Actively engage in community service and outreach programs.
    • Support the growth and development of the Region under the guidance of Greg Mallett and our local leadership team.

    Why Join Us :

    • Supportive Culture : Be part of a team that values relationships, community impact, and personal growth.
    • Comprehensive Training : Access top-notch training and development programs to help you succeed.
    • Exceptional Earning Potential : Competitive compensation with significant growth opportunities.
    • Community Impact : Participate in fraternal programs that directly benefit local initiatives and make a tangible difference in your community.
    • Comprehensive Benefits Package Offered

    Qualifications :

    • Minimum of a Life Insurance License (or willingness to quickly obtain).
    • Strong background in client facing business development, with a desire to lead and inspire others.
    • Commitment to community engagement and making a positive impact.

    Discover Modern Woodmen's impact in Your community, follow this link : https : / / www.modernwoodmen.org / about -us / community-impact /

    Follow this link to learn more about our Region : https : / / reps.modernwoodmen.org / mallett /

    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.

    Valerie Welker, Financial Representative

    • 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.

    Bryant Brown, Managing Partner & Investment Advisor

    • 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.

    Layton, Managing Partner & Investment Advisor

    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.

    Carson Wooster, Financial Representative & Investment Advisor

    • 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.

    How to Apply : If you are ready to make a difference and embark on a rewarding career with Modern Woodmen of America, apply today!

    Flexible work from home options available.

    27 days ago
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