Financial Representative - Seeking Growth

Mallett Region - Modern Woodmen of America; Tulsa (OK); Hybrid; USD 97,000 - 192,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

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.

Discover Modern Woodmen's impact in Your community by joining a team that values leadership, development, and community service.

Qualifications

• Team spirited, enthusiastic and maintains a positive attitude when facing challenges.
• Competitive nature or prior athlete experience is a bonus.
• Genuine and authentic with drive to contribute and achieve goals.

Responsibilities

• As a Financial Representative you will spearhead growth and lead local office initiatives, serving clients and communities.
• Help recruit, train and develop other representatives as the role expands.

Skills

Team spirit

Athlete bonus

Genuine attitude

Education

SIE license or willingness

Life/Health license or willingness

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.

Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids

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

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.

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

• Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.
• 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 or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try‑athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

Required Active Financial Licenses

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

Flexible work from home options available.