What are the responsibilities and job description for the Experienced Financial Professional position at Marsh Region - Modern Woodmen of America?
About Jonathan Marsh - Regional Director : Jonathan Marsh began his journey with Modern Woodmen in 2007, transitioning from a career as a UPS truck driver to becoming a highly accomplished leader within the organization. His story is one of hard work, dedication, and a passion for helping others.
As a Managing Partner, Jonathan holds the impressive record of earning the District Development Award for eight consecutive years, a testament to his unwavering commitment to growing and developing his team.
Outside of his professional achievements, Jonathan enjoys golf and bass fishing, hobbies that reflect his love for the outdoors. He has been happily married for 25 years and is a proud father to a son and a daughter, with family being his greatest passion and inspiration.
Jonathan’s leadership combines professional excellence with a deep dedication to his family, team, and community, making him an outstanding example of Modern Woodmen’s values in action.
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.
Follow this link to learn more about the path to leadership at Modern Woodmen of America : https : / / www.modernwoodmen.org / careers / leadership-and-advancement /
Position Overview : As a Financial Professional at Modern Woodmen, you play a vital role in addressing members' financial needs, demonstrating leadership in the community, and driving the growth of the local office. Our Region provides an exciting opportunity to make a significant impact on the financial well-being of individuals and families in the local communities we serve.
Key Responsibilities :
- Serve members' financial needs by providing tailored financial solutions.
- Exemplify leadership in the community through active involvement and engagement.
- Drive the growth of the local office by recruiting, training, and developing financial representatives.
- Build and nurture a high-performing team to contribute to the success of Modern Woodmen.
- Life License (required or willingness to quickly reinstate / obtain)
- SIE, 6, 63, and 26 OR 7, 63, 24 (required to obtain if not active)
- Strong community connection
- Leadership skills and effective communication ability
- Strong background in sales or customer service
- 401(k)
- 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
- Full competitive benefits package, including retirement
Qualifications :
Unique Fraternal Component : Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.
Benefits :Training and Development :
You will receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, our Region is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until you achieve self-sufficiency in both skills and development.
Upward Mobility :
You will have the potential to advance their careers and grow their own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry.
Next Steps :
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us clear away financial burdens for families and contribute to the growth and success of the Region.
Flexible work from home options available.
Salary : $94,000 - $159,000
