Finance Team Manager

Job Description

Job Description

Benefits :

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

The Koerselman Region of Modern Woodmen 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 :

Patrice McCann-Koerselman - Regional Director :

• Started with MWA : January 1996
• Before MWA : Sold furniture.
• Personally : Enjoys spending time with family and friends, relaxing at the lake or in my pool, gardening, and biking. Her favorite sports team is the Washington Commanders.

Jessica Koerselman - Financial Representative :

• Started with MWA : January 2025
• Before MWA : Worked for American Family Insurance as a sales and service representative, selling home, auto, and life insurance while assisting clients in person and over the phone.
• Personally : Loves spending time with family and friends, especially at the lake during the summer. Also enjoys playing golf and pickleball. Cheers on the Minnesota Vikings during football season and loves traveling as much as possiblewith a goal to visit all 50 states!

Andrew Koerselman - Financial Representative :

• Started with MWA : Fall 2024 (full-time January 2025)
• Before MWA : Worked as a teller at a credit union.
• Personally : Passionate about spending time with family (mom, dad, and sister) and friends. Enjoys fishing at the lake, being outdoors, and cheering on his favorite teamsthe Minnesota Vikings, Minnesota Wild, Minnesota Timberwolves, and the New York Yankees.

Follow this Link to Learn more about Patrice and Her Team : https : / / reps.modernwoodmen.org / pmccann -koerselman

About Modern Woodmen :

Modern Woodmen 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.

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 :

• 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.
• Willingness to perform a background check.

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.