Managing Partner with Sports Background

2 weeks ago


Oklahoma City, Oklahoma, 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

The Mallett Region of Modern Woodmen is actively looking for a Managing Partner for each of our markets, to spearhead the continued development and leadership of a team of financial representatives. If you possess a Series 26 (or 24) License (if not, a minimum qualification is evidence of your completed SIE certification) and harbor a strong desire to lead and foster a team, then this opportunity could be an excellent match worth exploring

Why current and former athletes thrive here:

  • Goal-Oriented and Competitive: Athletes thrive in environments where performance, persistence, and achieving measurable goals are rewarded—traits that align perfectly with building a successful financial services practice.
  • Disciplined and Coachable: A background in sports instills discipline, time management, and the ability to take feedback constructively—all essential for mastering new financial concepts and adapting to client needs.
  • Team-First Mentality: Whether in individual or team sports, collaboration and mutual support are core values—translating well to working within a financial team and building long-term client relationships.

Discover Modern Woodmen's impact in Your community, follow this link:

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: 36 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:

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.

Our Competitive Difference:

At Modern Woodmen, our unique fraternal component sets us apart in giving back. While many companies contribute to charitable causes, our distinct approach involves making a local impact. We run programs that directly channel funds to communities on a grassroots level. While contributing to larger organizations like the Red Cross or United Way is commendable, there's a profound significance in writing a $4,000 check to a local community striving to build a playground or help cure a kid battling cancer. At Modern Woodmen, we don't have clients; we have members, fostering a sense of belonging to something greater than oneself. This inclusive approach makes giving back, both in terms of time and money, effortlessly meaningful.

The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community.

Why Choose Modern Woodmen of America:

  • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
  • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
  • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
  • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
  • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.

Perks/Benefits:

  • Resources aligned to support you to recruit, train and develop the 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
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
  • We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Qualifications:

  • Ability and Desire to recruit, train and develop new financial representatives.
  • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
  • 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
  • Series 26 (or 24) License or willingness to quickly obtain
    Life/Health License or willingness to quickly obtain

Deadline: Apply soon as this position will go fast.

Flexible work from home options available.



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