Financial Representative - Seeking Growth

Mallett Region - Modern Woodmen of America; Oklahoma City (OK); Remote; USD 97,000 - 192,000; Full time

Benefits offered by this job

Commissions & incentives

Training & development

Mutual support culture

Credentials & recognition

Income growth opportunities

Retirement plan

Job summary

The Mallett Region of Modern Woodmen is seeking a Financial Representative to help spearhead the continued growth of the region in Oklahoma City. This role is ideal for someone licensed or willing to obtain licenses quickly and motivated to make a meaningful impact on clients and the community.

You will play a pivotal role in addressing members' financial needs and potentially recruiting and developing other representatives as the team expands.

Qualifications

• SIE Certification or willingness to obtain quickly.
• Life/Health License or willingness to obtain quickly.
• Strong communication and community leadership abilities.

Responsibilities

• Address members' financial needs and demonstrate leadership in the community.
• Support growth of the local office and recruiting/training of other representatives.
• Contribute to the long-term success of the team through development and collaboration.

Skills

Team Spirit

Enthusiasm

Positive Attitude

Competitive Nature

Education

SIE Certification

Life/Health License

Job description

Benefits:

• 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 is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.

Check out the varying backgrounds of some of our local leaders:

• 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.

About Modern Woodmen:

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re 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, we’ve 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.

The Role of Financial Representative:

As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

Perks/Benefits:

• This position is compensated through commissions and performance-based incentives. Based on historical results, representatives may earn approximately 97,000–192,000 annually; actual earnings vary and are not guaranteed.
• Exclusive training/development with experienced financial services professionals 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

Qualifications:

• Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
• Possessing a competitive nature
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand

Required Financial Licenses:

• SIE Certification or Willingness to Quickly Obtain
• Life/Health License or Willingness to Quickly Obtain

Flexible work from home options available.