Finance Team Supervisor with Mentorship

Mallett Region - Modern Woodmen of America; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

The Mallett Region of Modern Woodmen of America seeks a Managing Partner to lead a team of financial representatives across multiple locations. This role involves serving clients, community engagement, and team development. Benefits include competitive pay, extensive training, and flexible work options.

Benefits

401(k) matching

Flexible schedule

Bonus based on performance

Leadership Training

Training & development

Health insurance

Vision insurance

Dental insurance

Company parties

Opportunity for advancement

Qualifications

• Candidates must have a Life Insurance License or SIE certification.
• Strong leadership and communication skills are essential.

Responsibilities

• Serve members' financial needs with tailored solutions.
• Lead community involvement and engagement.
• Grow the local office through recruiting and training.

Skills

Leadership

Communication

Education

Life Insurance License

Series 26 or 24 License

SIE Certification

Job description

Benefits:

• Advanced Financial Products Access
• Leadership Training
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

The Mallett Region of Modern Woodmen of America (MWA) is actively seeking a Managing Partner to lead a team of financial representatives in Wichita, KS; Kansas City, SE KS; Tulsa, OK; and Oklahoma City, OK. Candidates should possess a Series 26 (or 24) License or evidence of SIE certification or Life Insurance License, and have a strong desire to lead and develop a team.

We are willing to invest significantly in the transition and growth of the right individual.

Discover Modern Woodmen's community impact: https://www.modernwoodmen.org/about-us/community-impact/

Learn more about our region: https://reps.modernwoodmen.org/mallett/

Meet some of our local leadership:

• Gregory D. Mallett, Regional Director/Investment Advisor Representative
  Prior Experience: Electrician in Little Rock, Arkansas.
  Time with MWA: 35 years.
  Outside of Work: Faith, family, golf, hunting, fishing, guitar.
• Valerie Welker, Financial Representative
  Prior Experience: College swimmer at Virginia Tech.
  Time with MWA: 7 years.
  Outside of Work: Traveling, Girl Scouts, community.
• Bryant Brown, Managing Partner & Investment Advisor
  Prior Experience: College tennis at Southern Nazarene University.
  Time with MWA: 20+ years.
  Outside of Work: Family, church, tennis, outdoors, motorcycles.
• Layton, Managing Partner & Investment Advisor
  Prior Experience: Started trading blog, BBA in Finance.
  Time with MWA: 3 years.
  Outside of Work: Golf, hunting, family, Razorbacks.
• Carson Wooster, Financial Representative & Investment Advisor
  Prior Experience: College soccer, Oklahoma State graduate.
  Time with MWA: 20+ years.
  Outside of Work: Hunting, fishing, family.

Modern Woodmen of America, founded in 1883, is the third-largest fraternal benefit society in assets, with over 700,000 members. It combines financial services with community giving, focusing on security, family, and community impact.

Key Responsibilities:

• Serve members' financial needs with tailored solutions
• Lead community involvement and engagement
• Grow the local office through recruiting, training, and developing representatives
• Build a high-performing team

Qualifications:

• Life Insurance License and/or SIE Certification
• Series 26 (or 24) License preferred
• Leadership and communication skills

Fraternal Component:

Modern Woodmen's unique fraternal aspect involves local community support and matching funds for initiatives, creating a community-focused environment where members actively contribute beyond financial transactions.

Benefits include competitive pay, growth opportunities, community programs, and a supportive culture.

Training & Development:

New Managing Partners receive comprehensive training via Modern Woodmen University, with ongoing support until they achieve self-sufficiency.

Career Advancement:

Opportunities for growth and team expansion are encouraged and supported.

Next Steps:

Provide detailed application insights for evaluation. Successful candidates will be contacted for further discussion.

Flexible work-from-home options available.