Wealth Team Managing Partner

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

The Mays Region of Modern Woodmen is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives in Charlotte and Greenville. 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!

We are willing to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Please note : This position is not a mass recruitment opportunity. We are seeking a single key individual to advance and expand in the Charlotte market. Only apply if you hold the specified certifications and are enthusiastic about growing and leading a team.

Discover Modern Woodmen's impact in Your community, follow this link : https : / / www.modernwoodmen.org / about-us / community-impact /

About Keith Mays - Regional Director of The Carolinas :

Keith considers himself the luckiest man alive, blessed with a beautiful family of four children, including a 12-year-old son and 10-year-old triplet girls. Married to his wonderful wife and best friend, Jean, Keith's life revolves around family and a shared love for outdoor activities such as hiking, skiing, kayaking, camping, and golf. The majority of their time is devoted to supporting their children's sports and activities, emphasizing the importance of family bonds.

With a background in the 82nd Airborne as a Linguistic Interrogator, Keith transitioned into the insurance and financial services industry, driven by a passion for helping people and achieving personal goals. Drawing inspiration from Zig Ziglar's philosophy, he believes in attaining fulfillment by assisting others in reaching their aspirations. Over his 23-year career, Keith has navigated various roles in field distribution and corporate executive leadership. However, he finds his true calling close to the agents, where he can attract talent, nurture their development, and help them realize their dreams. Representing both mutual and stock companies, Keith is proud to align himself with the fraternal mission, eager to build a high-performing team and contribute significantly to the community. This commitment to community service is particularly evident in his support for charities like the March of Dimes, reflecting personal challenges with Alzheimer's and a genuine dedication to making a positive impact.

About Modern Woodmen :

Modern Woodmen 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.

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 the Mays Region of Modern Woodmen :

• A Winning Culture : Our offices across The Carolinas 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 Keith Mays and his 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 have seen remarkable success. With Keith's guidance, you'll have the chance to excel and secure a bright financial future.
• Growth : Guided by strong mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. Keith and the support team are committed to fostering your continuous growth and propelling you to greater career heights.

Perks / Benefits :

• Starting income ranging from $98K to $191K+, 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.
• We have a team ready to lead + the support and resources to help our new MP grow / enhance their team.
• 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
• We have the 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.

Active Financial Licenses :

• Securities Industry Essentials (SIE)
• Securities 26 (or 24) License

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 in NC and SC. With Keith Mays passion and leadership, coupled with the resources and support of Modern Woodmen of America, your success is within reach.

Deadline : Apply soon as this position will go fast.

Flexible work from home options available.