Managing Partner

About the role

You’ll grow a team of financial representatives. You’ll help guide and train your team members as they work to meet the financial needs of Modern Woodmen members in your district.

Responsibilities

• Arrange and conduct meetings with potential members to attract, recruit, and develop a team of successful financial representatives.
• Coach, motivate, and mentor your team members to ensure they meet their financial goals.
• Participate in various fraternal volunteer programs to contribute to the betterment of the community.

Requirements

• Already licensed in Life, Annuity, Series 6 or 7, and Series 24 or 26.
• Honest and has integrity.
• Strong leadership skills and ability to foster a healthy work environment.
• Volunteer spirit and initiative to grow professionally.
• Desire to build a business for themselves, not by themselves.
• Competitive and dedicated to earning advanced industry designations (LUTC, CLU, Series 6, 63, and 26 licenses).

Qualifications

• Experience in financial services or related field.
• Excellent interpersonal and communication skills.
• Ability to manage a team and lead effectively.
• Passion for helping others and contributing to the community.

Benefits

• Comprehensive training and ongoing professional development.
• Medical and dental insurance coverage.
• Matching 401(k) plan.
• Noncontributory pension plan.
• Group term life insurance.

Skills

• Licensed in Life, Annuity, Series 6 or 7, and Series 24 or 26.
• Strong leadership and motivational skills.
• Excellent interpersonal and communication skills.
• Ability to manage a team and lead effectively.
• Passion for helping others and contributing to the community.

Pay

Compensation details are confidential and will be discussed during the interview process.

Schedule

The schedule is flexible and tailored to the needs of the individual and the district.

Benefits

• Medical and dental insurance coverage paid for on you.
• Matching 401(k) plan.
• Noncontributory pension plan.
• Group term life insurance.

Preferred Licensure

Ideal candidates should already be licensed in Life, Annuity, Series 6 or 7, and Series 24 or 26.

Pathway to Leadership Program

Individuals interested in this position have the opportunity to join our Pathway to Leadership Program. This is a unique program designed to assist candidates who want to grow into leadership positions within a specific district or region. Within this program, candidates will complete courses through Modern Woodmen University, our online learning platform. These program guide candidates through the implementation process of leadership and management concepts that are taught within each module.

About Us

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

Additional Information

Named to Forbes’ list of World’s Best Insurance Companies for 2023.

2022 MWA Community Impact Statistics:

• $46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
• 278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
• $17.8 million in support of members and their communities in 2022.

Modern Woodmen is an equal opportunity employer (EOE).