Demo

Managing Partner with Athletic Background

Pogue Region - Modern Woodmen of America
Pueblo, CO Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/20/2025

Benefits :

Do you have the following skills, experience and drive to succeed in this role Find out below.

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Stock options plan
  • Training & development
  • Vision insurance

Role Overview : As a Manager (once necessary licenses are achieved you will be considered for the leadership role of Managing Partner) with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals.

Key Responsibilities :

  • Client Engagement : Provide tailored financial solutions to meet the unique needs of our members. Build and maintain strong, lasting relationships with clients. Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
  • Team Leadership and Development : Recruit, train, and mentor new financial representatives. Develop and lead a high-performing team to achieve collective and individual goals. Foster a culture of continuous learning and professional development within the team.
  • Community Involvement : Actively participate in community service and outreach programs. Represent Modern Woodmen of America in local events and initiatives. Engage in fraternal programs that directly benefit local communities.
  • Business Growth : Drive the growth and success of the local office. Develop and implement strategies to expand the client base. Monitor and manage team performance to ensure alignment with organizational goals.
  • About Modern Woodmen : Modern Woodmen of America (MWA for short) 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.

    Qualifications :

  • Desire to create deep rooted connectedness in your community.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
  • Some experience as a Wealth manager, Financial Planner or similar is preferred.
  • Active Licenses / Certifications : Life License, Active SIE Certification.
  • If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.

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