Insurance Agent with Training Job at Mallett Region - Modern Woodmen of America, Tulsa, OK

  • Mallett Region - Modern Woodmen of America
  • Tulsa, OK

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:

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.

Job Tags

Local area, Flexible hours

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