Managing Partner

Modern Woodmen of America; Columbia (SC); On-site; 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 financial services organization in Columbia, SC, is seeking a Managing Partner to grow, train, and guide a team of financial representatives. This position offers career advancement opportunities and comprehensive training. Candidates should be licensed in life, annuity, and related series, displaying strong leadership skills and a dedication to community service. Join us to make a positive impact on your community while developing your business impact.

Qualifications

• Licensed in Life, Annuity, Series 6 or 7, and Series 24 or 26.
• Dedicated to growing professionally and completing continuing education.

Responsibilities

• Grow and develop a team of financial representatives.
• Guide and train team members to meet financial needs.
• Participate in the Pathway to Leadership Program.

Skills

Leadership skills

Integrity

Competitive

Volunteer spirit

Initiative

Education

Life and Annuity Licenses

Series 6 or 7 License

Series 24 or 26 License

Job description

Managing Partner – Responsibilities

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.

• 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 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 – understand importance of teamwork and create a healthy work environment; strive to develop connections and strengthen relationships through collaboration and communication.
• 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 – will complete continuing education and training courses to earn advanced industry designations (LUTC, CLU, 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. The program guides 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 serve their clients and communities.

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).