Managing Partner (Sarasota)
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As a Managing Partner , youll grow a team of financial representatives. Youll 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.
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)
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.
Preferred licensure:
- Ideal candidates should already be licensed in Life, Annuity, Series 6 or 7, and Series 24 or 26.
Benefits and Perks
Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Non-contributory pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
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 Worlds 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 protecttheir families and their futures.
These sales help fund member benefits and social, educational, and volunteer programsthat 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 nations 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.
2023 MWA Community Impact statistics
- Approximately 2,200 local chapters and 500 youth service clubs nationwide
- $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
- 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
- $18.2 million in support of members and their communities in 2023.
Modern Woodmen is an equal opportunity employer (EOE).
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Business DevelopmentIndustries
Financial Services and Insurance
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Inferred from the description for this job
Medical insurance
401(k)
Pension plan
Vision insurance
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