Managing Partner with Sports Background

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

The Foster Region of Modern Woodmen is actively looking for 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 (if not, a minimum qualification is evidence of your completed SIE certification) and harbor a strong desire to lead and foster a team, then 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 /

We are expanding across the following locations :

• Ground Floor Opportunity - New offices coming soon in Sacramento, Folsom and Modesto, California as well as Austin and San Antonio, TX.
• Arizona : 11811 N. Tatum Blvd. Suite 3031, Phoenix, AZ 85028
• Culver City, California : 5841 Uplander Way, Culver City, CA 90230
• Ontario, California : 3350 Shelby St. Suite 330, Ontario, CA 91764
• Laguna Hills, California : 23441 S. Pointe Dr. Suite 110, Laguna Hills, CA 92653

Check out the varying backgrounds of some of our local leaders :

Chad Foster - Regional Director

• Personal Background : Devoted father of two children, Braden and Collins and husband to his wife Casey; had many entrepreneurial endeavors growing up.
• Outside Interests : Enjoys smoking brisket or ribs while watching either the Cowboys, Mavericks, Rangers or Longhorns. He loves spending time with the family playing golf, tennis or hanging out at the pool and is active in their church!
• Professional Journey : Began his career with MWA in 2008 after graduating from college and playing football.
• Vision at Modern Woodmen : Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Bennett Sperber III - Managing Partner :

• Managing Partner with Modern Woodmen since 2016.
• Prior Experience : Bennett worked in construction as a superintendent and travelled around the world pursuing a career out of professional soccer.
• Personally : Husband and a father to his two children. He enjoys watching his kids grow in their athletic journeys and while he does that, sets the example by staying fit through CrossFit, playing soccer, and the occasional golf outing.

Joshua Leung - Financial Representative :

• Financial Representative with Modern Woodmen since 2018.
• Prior Experience : Was a college student interning for another financial service firm.
• Personally : Really involved in his church / serving with my Bible study, but also loves playing music (guitar / drums / piano) and sports like basketball, surfing, and Spikeball.

Austin Beneteau - Financial Representative :

• With Modern Woodmen since 2016.
• Prior Experience : Was the general manager for a construction company located in the Coachella Valley.
• Personally : Passionate husband and father. One of their favorite things has been going to zoos which his son especially enjoys. Golf has been great therapy while also being a fantastic date activity!

About Modern Woodmen :

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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. 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.

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.

Perks / Benefits :

• Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
• 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.

Qualifications :

• 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.

Required Active Financial Licenses :

• 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

Deadline : Apply soon as this position will go fast.

Flexible work from home options available.