Managing Partner with Sports Background

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Training & development
• Vision insurance

The Michigan Region - Modern Woodmen of America 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!

Discover Modern Woodmen's impact in Your community, follow this link: https://www.modernwoodmen.org/about-us/community-impact/

Check out the varying backgrounds of some of our local leaders:

Scott McDonald – Regional Director

• Personal Background: Dedicated father and grandfather; cherishes time with family, especially given the 1,000-mile distance from his kids and grandkids, making every visit special.
• Outside Interests: Enjoys playing golf and brewing beer in his free time. A passionate San Francisco 49ers fan.
• Professional Journey: Began his career with Modern Woodmen in August of 1990 after working as a store manager in retail. Transitioned into the financial services industry to make a greater impact on people’s lives.
• Core Values: Values strong personal connections and meaningful relationships, both professionally and personally.
• Vision at Modern Woodmen: Committed to fostering a supportive and people-first environment where individuals and families can build secure financial futures.

Andrew Beers - Managing Director:

• How long with MWA: Started with Modern Woodmen in July 2014.
• Prior Experience: Just graduated college and was interviewing for financial planning/analyst roles. Found Modern Woodmen on CareerBuilder.com.
• Personally: Loves spending time with family, especially at the pool or at the cottage up north on the lake. Enjoys pickup basketball, weightlifting, and golf. He also enjoys time with friends and exploring new activities and restaurants.

Grace Braatz-Opper - Financial Representative:

• How long with MWA: Started with Modern Woodmen in 2015.
• Prior Experience: Was a senior in college, working full time, flipping houses, and coaching volleyball.
• Personally: Passionate about her wonderful husband, traveling up north to Charlevoix in the summers, and traveling out of state during the winter months. Loves pickleball, jet skiing, and spending time with friends and family. Also a new football fan—Go Lions!

Chaz King - Financial Representative:

• How long with MWA: Started with Modern Woodmen in August 2014.
• Prior Experience: Worked in the entertainment business as a magician and hypnotist.
• Personally: Passionate about his wife and kids, spending time with family and friends, and music. Loves anything outdoors and considers his lake house up north his sanctuary. Big Detroit Lions fan. Enjoys playing golf and basketball, working out, and is a big health and wellness enthusiast.

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:

• Starting income ranging from $97K to $192K , commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
• 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.