Managing Partner

Job Description The Pogue Region of Modern Woodmen is actively seeking 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—or at minimum, have completed the SIE certification—and have a strong desire to lead and foster a team, this opportunity could be an excellent match worth exploring! \n \n Follow this link to learn more about the people and culture of the Pogue Region: \n \n Check out the varying backgrounds of some of our local leaders: \n Jim Ed Pogue is the Regional Director with Modern Woodmen, now based in Colorado after growing up in the Quad Cities. Known for his ability to enhance and improve every situation he’s part of, Jim Ed has steadily climbed the ranks within the organization to reach a top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally. \n \n Jacob Plowman is a Managing Partner with Modern Woodmen and has been with the organization for 1.5 years. Originally from California, Jacob moved to Colorado after college and brings energy and passion to his work in talent acquisition. Outside of the office, he enjoys skiing, hiking, and backpacking, and is passionate about connecting with others and helping new talent thrive within the organization. \n \n Kallene Faris is a Financial Representative based in Pueblo, Colorado, and is well known for her kindness and the strong support she offers to new representatives. A true advocate for the fraternal mission of Modern Woodmen who has been with them for 15 years, Kallene is highly engaged in her local community. She enjoys gardening, spending time with her family, and volunteering both in Pueblo and at her church. \n \n Mandi Tracey is a Managing Partner with Modern Woodmen and joined the team four months ago. She began her career in the casino industry before transitioning into the retirement sector and ultimately finding her passion in helping people improve their financial well-being. Mandi loves the outdoors, enjoys crafting, and often travels to explore new places. \n About Modern Woodmen: \n 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. \n \n Our Competitive Difference: \n 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. \n \n 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. \n \n Why Choose Modern Woodmen of America: \n \n 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. \n Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader. \n Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one. \n Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same. \n Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change. \n \n \n Perks/Benefits: \n \n Resources aligned to support you to recruit, train and develop the team of talented professionals. \n Exclusive training/development with the financial services professional supporting you. \n An environment and culture of mutual support and growth. \n Attainment of prestigious credentials and recognition. \n Consistent opportunities for growing your income and character. \n Strong benefits and retirement package. \n Dental, health, and vision insurance \n Flexible schedule \n Life insurance \n Professional development assistance \n Referral program \n 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. \n \n \n Qualifications: \n \n Ability and Desire to recruit, train and develop new financial representatives. \n Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges \n 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. \n Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. \n \n \n Required Active Financial Licenses: \n \n SIE Certification or Willingness to Quickly Obtain \n Series 26 (or 24) License or Willingness to Quickly Obtain \n Life/Health License or Willingness to Quickly Obtain \n \n Deadline: Apply soon as this position will go fast.