Financial Representative - Seeking Former Educators/Coaches

Mallett Region - Modern Woodmen of America

Financial Representative - Seeking Former Educators/Coaches

Springfield, IL +1 location
Full Time
Paid
  • Responsibilities

    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

    Transition Your Teaching/Coaching Expertise to Financial Services with Modern Woodmen of America!

    Are you an educator or coach interested in exploring a new career path? The Mallett Region of Modern Woodmen of America invites professionals from the education and coaching fields to consider how their communication skills, mentorship experience, and passion for helping others can align with a career in financial services as a Financial Representative. This role offers fresh opportunities for personal growth, increased income potential, and long-term professional impact. Here’s why many former educators and coaches have found success in making this meaningful transition:

    Strong Interpersonal and Communication Skills: Educators and coaches are natural communicators who excel at breaking down complex topics—an essential skill for guiding clients through financial decisions with clarity and confidence. Commitment to Helping Others Succeed: Just as they’ve supported students or athletes in reaching their potential, they thrive in financial services by helping clients set, pursue, and achieve meaningful financial goals.

    Discipline and Goal Orientation: Coaching and teaching require planning, consistency, and tracking progress—all transferable skills that align perfectly with the structured approach needed for financial planning and long-term client relationships.

    Trust and Relationship Building: Coaches and educators often serve as trusted mentors; that ability to build rapport and earn trust is invaluable in fostering lifelong client relationships 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: 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 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.

    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

    Target Achievement: Meet or exceed business development goals

    Qualifications:

    Team-Oriented

    Enthusiastic

    Positive Attitude

    Self-Starter

    Community-Focused

    Coachable

    Athletic Background (bonus)

    Military Background (bonus)

    Goal-Driven

    Willingness to Obtain State Insurance License

    College Degree (preferred, not required)

    Role Responsibilities:

    Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.

    Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.

    Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.

    Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.

    Deadline: Apply soon as this position will go fast.

    Flexible work from home options available.

  • Locations
    Springfield, IL • Joplin, MO