Oklahoma City, Oklahoma, United States · Remote OK
$97k–$192k/yr
Entry level
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Oklahoma City, Oklahoma, United States · Remote OK
$73k–$95k/yr
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Laguna Hills, California, United States · Remote OK
$97k–$192k/yr
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$97k–$192k/yr
Full-time
401(k), 401(k) matching, Bonus, Company parties, Dental insurance, Flexible schedule
Posted 13d ago
~40 hrs/week
Remote in Oklahoma City, Oklahoma, United States
Responsibilities
The Financial Representative will address members' financial needs and support the growth of the local office. Over time, the role will expand to include recruiting, training, and developing other team members.
Requirements
Candidates must possess or be willing to quickly obtain SIE certification and a Life/Health insurance license. A team-spirited, enthusiastic attitude and a drive to achieve goals are required.
Full 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
The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.
Check out the varying backgrounds of some of 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.
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.
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:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
Perks/Benefits:
Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.
Exclusive training/development with experienced financial services professionals 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
Flexible schedule
Life insurance
Professional development assistance
Referral program
Qualifications:
Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
Required Active Financial Licenses:
SIE Certification or Willingness to Quickly Obtain
Life/Health License or Willingness to Quickly Obtain
Deadline: Apply soon as this position will go fast.
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.
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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.
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Learn more about how we operate our social media pages at modernwoodmen.org/smterms.
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Forbes ranking information: https://www.modernwoodmen.org/forbes2025/
Offices: 1701 First Avenue, Rock Island, Illinois 61201, US
Life insuranceAnnuitiesInvestments*Financial servicesand Retirement planningFinanceLife InsuranceFinancial Services
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/
Offices: 1701 First Avenue, Rock Island, Illinois 61201, US
Life insuranceAnnuitiesInvestments*Financial servicesand Retirement planningFinanceLife InsuranceFinancial Services