What are the responsibilities and job description for the Managing Partner with Sports Background position at New England Region - Modern Woodmen of America?
Benefits:
The New England Region of Modern Woodmen of America is actively seeking 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—or at minimum, have completed the SIE certification—and have a strong desire to lead and foster a team, 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/
Meet Our Team:
Timothy Graham is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful impact through personalized financial guidance and community involvement. With over 25 years of experience in the financial industry, Timothy began his career in 1999 with AXA/Equitable, specializing in the 403(b) market and helping educators and staff prepare for retirement. His leadership is defined by genuine connection, consistency, and a deep passion for helping others achieve financial security. Outside of work, Timothy enjoys spending time with family and friends and loves boating and fishing on Sebago Lake and Little Sebago Lake.
Matthew Nadeau is a Managing Partner with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful difference through financial guidance and community involvement. Before joining Modern Woodmen in 2021, Matthew spent 15 years in healthcare administration and government operations, building strong leadership and organizational skills. He holds a Bachelor of Science in Athletic Training and is currently completing his MBA at Southern New Hampshire University. Outside of work, Matthew enjoys spending time with family and pursuing his passions for hunting, snowmobiling, and exploring the outdoors of Maine.
Carter Bruce is a Financial Representative with Modern Woodmen of America, where he focuses on helping individuals and families achieve their financial goals through personalized guidance and community involvement. He has been with Modern Woodmen for three years and previously gained experience in retail management and customer service. Outside of work, Carter enjoys spending time with his fiancée, Madison, and their cat, Maevis, as well as watching sports and staying active at the gym.
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. You’ll be responsible for recruiting, training, and developing financial representatives, contributing to the team's overall success. 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:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
The New England Region of Modern Woodmen of America is actively seeking 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—or at minimum, have completed the SIE certification—and have a strong desire to lead and foster a team, 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/
Meet Our Team:
Timothy Graham is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful impact through personalized financial guidance and community involvement. With over 25 years of experience in the financial industry, Timothy began his career in 1999 with AXA/Equitable, specializing in the 403(b) market and helping educators and staff prepare for retirement. His leadership is defined by genuine connection, consistency, and a deep passion for helping others achieve financial security. Outside of work, Timothy enjoys spending time with family and friends and loves boating and fishing on Sebago Lake and Little Sebago Lake.
Matthew Nadeau is a Managing Partner with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful difference through financial guidance and community involvement. Before joining Modern Woodmen in 2021, Matthew spent 15 years in healthcare administration and government operations, building strong leadership and organizational skills. He holds a Bachelor of Science in Athletic Training and is currently completing his MBA at Southern New Hampshire University. Outside of work, Matthew enjoys spending time with family and pursuing his passions for hunting, snowmobiling, and exploring the outdoors of Maine.
Carter Bruce is a Financial Representative with Modern Woodmen of America, where he focuses on helping individuals and families achieve their financial goals through personalized guidance and community involvement. He has been with Modern Woodmen for three years and previously gained experience in retail management and customer service. Outside of work, Carter enjoys spending time with his fiancée, Madison, and their cat, Maevis, as well as watching sports and staying active at the gym.
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. You’ll be responsible for recruiting, training, and developing financial representatives, contributing to the team's overall success. 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.
- 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.
- 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.
- 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
Flexible work from home options available.
Salary : $81,000 - $100,000