What are the responsibilities and job description for the Managing Partner position at Modern Woodmen of America?
As a Managing Partner, you’ll grow a team of financial representatives. You’ll help guide and train your team members as they work to meet the financial needs of Modern Woodmen members in your district. You will accomplish this by attracting, recruiting, and developing a team of successful financial representatives through coaching, motivating, and mentoring.
Individuals interested in this position have the opportunity to join our Pathway to Leadership Program. This is a unique program designed to assist candidates who want to grow into leadership positions within a specific district or region.
About you:
- Show integrity and character.
- Demonstrate leadership skills.
- Team-oriented.
- Focus on results/success driven.
- Can or have overcome adversity.
- Grow by helping others.
- Show volunteer spirit in the community.
- Look for self-improvement opportunities.
- Enjoy building long-term relationships.
- Credible, trustworthy and honest.
- Shows initiative and dedication to growing professionally – individuals will be asked to complete (and maintain) continuing education and training courses to earn advanced industry designations (LUTC, CLU, as well as Series 6, 63, and 26 licenses)
Qualifications
- Passion for bettering members’ financial lives.
- Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
- Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Additionally, Managing Partners:
- Join an organization and culture based on helping people. Develop one-on-one personal relationships while making a difference in the lives of the community members.
- Bring people together through various fraternal volunteer programs to help make your communities better.
- Receive comprehensive training and ongoing professional development from local Modern Woodmen leaders.
Preferred licensure:
- Ideal candidates should already be licensed in Life, Annuity, Series 6 or 7, and Series 24 or 26.
Benefits and perks
- Paid medical and dental insurance.
- 401(k) retirement plan with company match.
- Noncontributory pension plan.
- Group term life insurance.
- Expense-paid trips, bonuses and other incentives.
About Us
Named to Forbes’ list of World’s Best Insurance Companies for 2023 and 2024.
Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.
- Our representatives provide financial guidance and products to help members protect their families and their futures.
- Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs.
- Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
Modern Woodmen is an equal opportunity employer (EOE).
