Insurance Agent with Training

Banderman Wealth Management

Oklahoma City (OK)

On-site

USD 40,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Competitive Pay

Strong benefits and retirement package

Dental, health, and vision insurance benefits

Life insurance

Referral program

Job summary

A financial services organization in Oklahoma City is seeking an Insurance Agent who will help individuals and families secure their financial future through services like life insurance and estate planning. This position involves community engagement, providing financial guidance, and personalized consultations, with a strong emphasis on building long-term relationships. Successful candidates will receive sponsorship for state licensing and engage in ongoing professional development. Competitive pay and robust benefits package are included.

Qualifications

Willingness to Obtain State Insurance License.
Athletic background is a bonus.
Military background is a bonus.
Experience in athletics or military backgrounds is a plus.

Responsibilities

Meet with individuals to understand their financial situation and goals.
Provide tailored life insurance and investment-based solutions.
Educate members on financial tools like retirement planning.
Engage with existing member leads from local marketing efforts.
Build relationships with community members.
Participate in mentorship and training programs.
Meet performance benchmarks for activity and retention.
Adhere to industry regulations and company policies.

Skills

Team-Oriented

Community-Focused

Coachable

Goal-Driven

Military Background

Goal-Driven

Willingness to Obtain State Insurance

College Degree

Education

College Degree

Job description

About the job Insurance Agent with Training

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, Kansas 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 Woodmens 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.

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.
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
Life insurance
Referral program