Experienced Investment Representative

2 months ago

Kansas City, Missouri, United States Mallett Region - Modern Woodmen of America Full time

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

About Modern Woodmen: Modern Woodmen of America (MWA for short) 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.

Follow this link to learn more about the people and culture of the Mallett Region:

Meet the Heartbeat of the Mallett Region, Our People:

Jon Mallett, Regional Director:

Prior Experience: Played college baseball at K-State, with a background in construction. Started as a Life License agent, quickly advanced into management; 15 years in the industry.

Outside of Work: Enjoys hunting, bow hunting, golf, and spending time outdoors.

About: Residing in Louisburg, KS, Jon is a dedicated family man, father of five, and grandfather. Actively involved in his church and deeply values his faith.

Nic Vasquez:

Prior Experience: Former teacher for 17 years before joining our team in 2021.

Time in Seat: 3 years with us.

Outside of Work: Passionate about music, family, church, and travel.

About: Lives in Kearney, Mo with his wife and their combined six children. Transitioned to our company to pursue personal growth and development.

Jacob Patterson:

Prior Experience: Previously in the health and physical therapy field before joining us in 2022.

Time in Seat: 2 years with our team.

Outside of Work: Enjoys family time, golf, and is deeply committed to his faith.

About: Based in Baxter Springs, KS, married with two children. Brings a focus on family, faith, and integrity to his work.

Role Overview: As an Investment Representative with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals.

Key Responsibilities:

Client Engagement:

Provide tailored financial solutions to meet the unique needs of our members.

Build and maintain strong, lasting relationships with clients.

Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.

Team Leadership and Development:

Recruit, train, and mentor new financial representatives.

Develop and lead a high-performing team to achieve collective and individual goals.

Foster a culture of continuous learning and professional development within the team.

Community Involvement:

Actively participate in community service and outreach programs.

Represent Modern Woodmen of America in local events and initiatives.

Engage in fraternal programs that directly benefit local communities.

Business Growth:

Drive the growth and success of the local office.

Develop and implement strategies to expand the client base.

Monitor and manage team performance to ensure alignment with organizational goals.

Perks/Benefits: Starting income is commensurate with experience and includes exclusive training and development with financial services professionals. Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character. Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.

Qualifications:

Desire to create deep rooted connectedness in your community.

Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

Some experience as a Financial Representative, Wealth Manager, Financial Planner or similar is preferred.

Active Licenses/Certifications:

Life License

FINRA

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Work remote temporarily due to COVID-19.

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