Finance Team Managing Partner
full-time•Johnson County•$108k - $187k
About this role
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, 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.
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.
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.
Other facts
Tech stack
Leadership,Recruiting,Training,Development,Financial Planning,Community Engagement,Team Building,Mentorship,Sales,Communication,Networking,Problem Solving,Customer Service,Financial Services,Relationship Management,Coaching
About Hill Region - Modern Woodmen of America
Owned and operated by members, we’re a fraternal benefit society that offers a unique blend of financial services, member benefits and community impact. Modern Woodmen exists to improve quality of life for our members and the hometown communities where they live, work and play.
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New to fraternals?
As a fraternal benefit society, we’re a little different than other financial organizations.
• We offer families financial security through life insurance, retirement planning and financial services.
• We foster quality family life through member benefits and local fraternal activities.
• We support community improvement through hometown volunteer projects that make an impact where our members live.
We've been protecting families and helping communities since 1883. Our 1,000+ representatives currently serve nearly 700,000 members and their hometowns nationwide. Together, we make a local impact. It’s how we do business.
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Want to hear more?
Check out our career opportunities and page updates to learn what we’re all about.
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Learn more about how we operate our social media pages at modernwoodmen.org/smterms.
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Forbes ranking information: https://www.modernwoodmen.org/about-us/news-and-media/modern-woodmen-of-america-named-one-of-the-worlds-best/
What you'll do
- As a Managing Partner, you will address members' financial needs and lead the growth of the local office. You will also recruit, train, and develop financial representatives to contribute to the team's success.
Ready to join Hill Region - Modern Woodmen of America?
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Frequently Asked Questions
What does Hill Region - Modern Woodmen of America pay for a Finance Team Managing Partner?
Hill Region - Modern Woodmen of America offers a competitive compensation package for the Finance Team Managing Partner role. The salary range is USD 108k - 187k per year. Apply through Clera to learn more about the full compensation details.
What does a Finance Team Managing Partner do at Hill Region - Modern Woodmen of America?
As a Finance Team Managing Partner at Hill Region - Modern Woodmen of America, you will: as a Managing Partner, you will address members' financial needs and lead the growth of the local office. You will also recruit, train, and develop financial representatives to contribute to the team's success..
Why join Hill Region - Modern Woodmen of America as a Finance Team Managing Partner?
Hill Region - Modern Woodmen of America is a leading Financial Services company. The Finance Team Managing Partner role offers competitive compensation.
Is the Finance Team Managing Partner position at Hill Region - Modern Woodmen of America remote?
The Finance Team Managing Partner position at Hill Region - Modern Woodmen of America is based in Johnson County, Indiana, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Finance Team Managing Partner position at Hill Region - Modern Woodmen of America?
You can apply for the Finance Team Managing Partner position at Hill Region - Modern Woodmen of America directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Hill Region - Modern Woodmen of America on their website.