Finance Team Managing Partner

Job Description

Job Description

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

About Modern Woodmen : Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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.

Follow this link to learn more about the people and culture of the Hill Region : https : / / reps.modernwoodmen.org / lhill

About the Role : Managing Partner (once necessary industry licenses are achieved) : 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.

Meet the Heartbeat of the Hill Region, Our People :

Lucas Hill :

• Prior Experience : Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry.
• Outside of Work : Avid golfer and enjoys traveling, watching Pacers games, and playing soccer.
• About : Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education.

Beau :

• Prior Experience : Former director of a youth soccer academy, now a Managing Partner in Greenwood.
• Time in Seat : 4 years as Managing Partner.
• Outside of Work : Enjoys golfing, traveling, and volunteering in his local community.
• About : Married with two children, integrates his passion for sports and community service into his personal and professional life.

Kurtis :

• Experience : Senior Financial Advisor at MWA.
• Time in Seat : 7 years in Wanatah, Indiana.
• Outside of Work : Loves outdoor activities with his wife and spending quality time with friends and family.
• About : Focuses on fostering strong personal and financial relationships.

Amanda :

• Prior Experience : Former counselor, now a Financial Advisor at MWA.
• Time in Seat : 1 year in the financial sector.
• Outside of Work : Plays professional soccer for Indy Eleven.
• About : Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising.

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.

Why Choose Modern Woodmen :

• A Winning Culture : We are a tight-knit community with values aligned to deliver the best for our team and members. We celebrate collective victories and support each other's growth and success, while impacting our community in a huge way.
• Quality Training and Development : With the passionate team to guide you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your member's lives & achievements soar.
• Exceptional Earning Potential : Our Managing Partners across the state have seen remarkable success. With guidance, you'll have the chance to excel and secure a bright financial future.
• Growth : Guided by mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. We are committed to fostering your continuous growth and propelling you to greater career heights.

Perks / Benefits :

• Starting income ranging from $108K to $187K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
• 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.
• 401(k) with matching
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan

Qualifications :

• Desire to create deep rooted connectedness in your community.
• 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.

Active Licenses :

• Life License
• Securities Industry Essentials (SIE) License + Series 6 / 63 / 26 or Series 7 / 63 / 24 (if not, you must have the willingness to obtain)

Your Competitive Journey Starts Now : If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Deadline : Apply soon as this position will go fast.

Flexible work from home options available.