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Licensed Managing Partner
Pogue Region - Modern Woodmen of AmericaPueblo, CO, US- Promoted
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Pogue Region - Modern Woodmen of AmericaPueblo, CO, US- Full-time
Job Description
Job Description
Benefits :Role Overview : As a Manager (once necessary licenses are achieved you will be considered for the leadership role of Managing Partner) with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals.
Perks & Benefits :
- Competitive Compensation : For a qualified candidate we will give significant consideration to structuring annual transitional compensation, combining a monthly base with variable commissions and bonus potential.
- Training & Development : Exclusive access to training and development with experienced financial services professionals to support your career growth.
- Mutual Support Environment : A collaborative workplace fostering growth, recognition, and the opportunity to earn prestigious credentials.
- Robust Retirement Package : Includes 401(k) with matching contributions and a comprehensive retirement plan.
- Comprehensive Insurance Coverage : Health, dental, vision, and life insurance are included.
- Flexible Schedule : Designed to help you balance work and personal life effectively.
- Professional Development Assistance : Support for furthering your education and credentials.
- Client Engagement :
- Build and maintain strong, lasting relationships with clients.
- Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
- Team Leadership and Development :
- Develop and lead a high-performing team to achieve collective and individual goals.
- Foster a culture of continuous learning and professional development within the team.
- Community Involvement :
- Represent Modern Woodmen of America in local events and initiatives.
- Engage in fraternal programs that directly benefit local communities.
- Business Growth :
- Develop and implement strategies to expand the client base.
- Monitor and manage team performance to ensure alignment with organizational goals.
- Background : Originally from Quad Cities, now residing in Colorado for a couple of years. Known for his ability to enhance and improve situations. Married for 19 years with three children.
- Career Journey : Climbed the ranks within the company to reach the top position.
- About : Committed to making positive changes, both personally and professionally.
- Role : Regional Recruiter, with a focus on talent acquisition.
- Background : Originally from California, moved to Colorado after college. Enthusiastic about skiing, hiking, backpacking, and the outdoors.
- Time with MWA : Contributed for 1.5 years.
- About : Passionate about connecting with individuals and fostering talent within the organization.
- Role : Financial Representative and Business Mentor.
- Background : Originally from Illinois, served as a pastor before joining MWA. Moved to the Midwest as a Managing Partner before relocating with RD Jim Ed to build the business.
- Tenure : Brings 11 years of experience to the table.
- Passion : Dedicated to helping people achieve financial security and success.
- Location : Resides in Pueblo, Colorado.
- Character : Known for her remarkable kindness and support, especially towards new representatives.
- Values : Advocates strongly for the Fraternal concept and community engagement.
- Interests : Enjoys gardening, spending quality time with family, and actively volunteers in the Pueblo community and at her church.
- Desire to create deep rooted connectedness in your community.
- Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
- Some experience as a Wealth manager, Financial Planner or similar is preferred.
- State Life Insurance License.
- Active SIE Certification + 6, 63 or 7, 63 and the willingness / ability to quickly obtain 24 or 26.
Key Responsibilities :
Provide tailored financial solutions to meet the unique needs of our members.
Recruit, train, and mentor new financial representatives.
Actively participate in community service and outreach programs.
Drive the growth and success of the local office.
About Modern Woodmen : Modern Woodmen of America (MWA for short) 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.
Follow this link to learn more about the people and culture of the Pogue Region : https : / / reps.modernwoodmen.org / jpogue /
Meet the Heartbeat of the Pogue Region, Our People :
Jim Ed Pogue, Regional Director :
Jacob Plowman :
Ely Lambert :
Coleen Faris :
Qualifications :
Active Licenses / Certifications :
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.
Flexible work from home options available.