Field Advisor with Real Estate Background

Mallett Region - Modern Woodmen of America

Field Advisor with Real Estate Background

Kansas City, MO +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    Advanced Financial Products Access

    Leadership Training

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Transition Your Real Estate Experience to Financial Services with Modern Woodmen of America!

    Are you a residential or commercial real estate agent interested in exploring a new career path? The Mallett Region of Modern Woodmen of America invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:

    Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.

    Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.

    Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.

    Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills.

    Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.

    Meet 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.

    Benefits:

    Competitive compensation range

    Opportunity for personal and professional growth

    Fraternal programs and activities to enhance quality family life

    Involvement in local volunteer projects and community impact

    Supportive and open communication culture

    Key Responsibilities:

    Serve members' financial needs by providing tailored financial solutions.

    Exemplify leadership in the community through active involvement and engagement.

    Drive the growth of the local office by recruiting, training, and developing financial representatives.

    Build and nurture a high-performing team to contribute to the success of Modern Woodmen.

    Qualifications:

    Minimum of a Life Insurance License and/or SIE Certification (one or both required)

    Series 26 (or 24) License (preferred)

    Leadership skills and effective communication ability

    About Modern Woodmen of America:

    Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.

    Deadline: Apply soon as this position will go fast.

    Flexible work from home options available.

  • Locations
    Kansas City, MO • Oklahoma City, OK