Managing Partner

Modern Woodmen of America; Beaufort (SC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance coverage

Matching 401(k) plan

Noncontributory pension plan

Group term life insurance

Job summary

A leading fraternal benefit organization in Beaufort, South Carolina seeks a Managing Partner to lead a team of financial representatives. In this role, you will be responsible for recruiting, coaching, and developing a team dedicated to serving members’ financial needs. Ideal candidates have leadership skills, integrity, and a desire to grow in a community-focused environment. This full-time position offers training and career advancement opportunities, as well as additional benefits including health insurance and a retirement plan.

Qualifications

• Licensed candidates in Life, Annuity, Series 6 or 7, and Series 24 or 26 preferred.
• Strong leadership and teamwork qualities.
• Commitment to continuous education and professional growth.

Responsibilities

• Guide and train a team of financial representatives.
• Attract, recruit, and develop a successful team.
• Facilitate community-focused fraternal volunteer programs.

Skills

Leadership skills

Integrity

Volunteer spirit

Initiative and dedication

Desire to grow

Education

Licenses in Life, Annuity, Series 6 or 7, and Series 24 or 26

Job description

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.

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.
• Attain great career advancement opportunities.
• Additional valuable benefits:
• Medical and dental insurance coverage paid for on you
• Matching 401(k) plan
• Noncontributory pension plan
• Group term life insurance

Preferred licensure

• Ideal candidates should already be licensed in Life, Annuity, Series 6 or 7, and Series 24 or 26.

Qualities of an ideal candidate

• Honest and has integrity
• Leadership skills - candidates should understand the importance of teamwork and participate in creating a healthy work environment. Additionally, this particular individual should strive to develop connections and strengthen working relationships through consistent collaboration and communication efforts.
• Competitive
• Wants to grow themselves by helping others
• Shows a volunteer spirit
• Wants to build a business for themselves, not by themselves
• 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)

Pathway to Leadership Program

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. Within this program, candidates will complete courses through Modern Woodmen University, our online learning platform. These program guide candidates through the implementation process of leadership and management concepts that are taught within each module.

About Us

Named to Forbes’ list of World’s Best Insurance Companies for 2023

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

What makes us different – Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society.

Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.

As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.

We want to support and invest in YOU and the things you hold most important.

2022 MWA Community Impact Statistics

• Approximately 2,200 local chapters and 500 youth service clubs nationwide
• $46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
• 278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
• $17.8 million in support of members and their communities in 2022

Modern Woodmen is an equal opportunity employer (EOE).

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales, Finance, and Business Development

Industries

Financial Services, Investment Management, and Insurance