Insurance Agent with Training

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Mallett Region - Modern Woodmen of America

Posted 3 months ago

Full Time

Oklahoma City, Oklahoma

Hybrid

Smart Summary

Responsibilities

Provide personalized financial consultations to help members secure their futures through life insurance, investments, and estate planning. Build long-term community relationships through networking, lead engagement, and ongoing member service reviews.

Qualifications

You are a driven and coachable individual with a positive attitude and a willingness to obtain state insurance licensing. You will be responsible for conducting personalized member consultations, providing financial guidance, and building strong community relationships to help individuals and families secure their financial futures.

Must Have Skills for ATS

Life insurance

Investments

Estate planning

Financial planning

Sales

Client relationship management

Insurance licensing

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
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, Kansa 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 Woodmen’s 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.
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.
Perks/Benefits:
  • 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
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications:
  • Team-Oriented
  • Enthusiastic
  • Positive Attitude
  • Community-Focused
  • Coachable
  • Athletic Background (bonus)
  • Military Background (bonus)
  • Goal-Driven
  • Willingness to Obtain State Insurance License
  • College Degree (preferred, not required)
If you're ready to unleash your competitive drive and embark on a career that makes a lasting impact on your community, join our team.

Flexible work from home options available.

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Mallett Region - Modern Woodmen of America

Owned and operated by members, we’re a fraternal benefit society that offers a unique blend of financial services, member benefits and community impact. Modern Woodmen exists to improve quality of life for our members and the hometown communities where they live, work and play. --- New to fraternals? As a fraternal benefit society, we’re a little different than other financial organizations. • We offer families financial security through life insurance, retirement planning and financial services. • We foster quality family life through member benefits and local fraternal activities. • We support community improvement through hometown volunteer projects that make an impact where our members live. We've been protecting families and helping communities since 1883. Our 1,000+ representatives currently serve nearly 700,000 members and their hometowns nationwide. Together, we make a local impact. It’s how we do business. --- Want to hear more? Check out our career opportunities and page updates to learn what we’re all about. --- Learn more about how we operate our social media pages at modernwoodmen.org/smterms. --- Forbes ranking information: https://www.modernwoodmen.org/forbes2025/
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