Managing Partner with Athletic Background
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
The OK/KS Region of Modern Woodmen of America (MWA for short) is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives in Wichita KS, Southeast KS,Tulsa OK and Oklahoma City OK. If you possess a Series 26 (or 24) License (if not, a minimum qualification is evidence of your completed SIE certification or Life Insurance License) and harbor a strong desire to lead and foster a team, then this opportunity could be an excellent match worth exploring!
We are willing to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.
Discover Modern Woodmen's impact in Your community, follow this link: https://www.modernwoodmen.org/about-us/community-impact/
Follow this link to learn more about our Region: https://reps.modernwoodmen.org/mallett/
Let's start with an introduction to some of our local leadership:
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 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.
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
Unique Fraternal Component:
Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.
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
Training and Development:
New Managing Partners receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, the local team is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until the MP achieves self-sufficiency in both skills and development.
Upward Mobility:
Managing Partners have the potential to advance their careers and grow their own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry.
Next Steps:
Provide detailed insights in your application to facilitate a comprehensive evaluation. If your application aligns with our interests, we will reach out to discuss potential next steps.
Flexible work from home options available.