Managing Partner Seeking Growth

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 Ward 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! 

About Modern Woodmen: Modern Woodmen of America (MWA for short) 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.

Meet Our Local Team:

Matt Ward is the Regional Director of the Ward Region, and began his career with Modern Woodmen as an intern in 2009. After graduating in 2010, he became a financial representative and has grown within the organization ever since. Raised on a family farm and having run a lawn care business in college, Matt brings a strong work ethic and hands-on experience to leadership. Outside of work, his life centers around faith, family, and the outdoors. He especially enjoys hunting, fishing, and coaching sports with his 8-year-old son.

Mason Laws joined Modern Woodmen as a Financial Representative in November 2024. Before that, he worked as a Financial Analyst at Rabo AgriFinance, where he underwrote loans for farmland and equipment. Mason is passionate about the outdoors and stays active through hunting, fishing, hiking, kayaking, and golfing. His favorite type of hunting is duck hunting, though he also enjoys deer season. When he’s not outside, he’s spending time with friends and family.

Annette Miller has been a dedicated team member at Modern Woodmen for 27 years. She originally studied nursing and worked in home health care for eight years before transitioning to financial services. Annette is deeply committed to community service, volunteering with the Huntington’s Disease Team Walk of Hope and the Women 2 Women ministry at St. Joseph. She values time with her family and friends and finds purpose in serving others.

Allen Edwards joined MWA in 2022 after a career as a police officer, where he developed a strong passion for helping others. He is actively involved in his community and enjoys spending time with family and friends. He and his wife Aly love being outdoors, especially at the lake, and attending social events together. Allen finds fulfillment in building relationships and making a positive impact both personally and professionally.

Phillip Andrews joined Modern Woodmen in June 2021, bringing a unique background in both finance and ministry. Before transitioning to financial services, he worked as a Finance Manager at a Harley-Davidson dealership and spent over 15 years in ministry. Phillip is passionate about helping others and strengthening his community. Outside of work, he enjoys bowhunting, spending time with his wife and daughters, and living out his faith through service and purpose-driven work.

About the Role: Managing Partner (once necessary industry licenses are achieved): 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.

Perks/Benefits:

• 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.
• 401(k) with matching
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan

Active Licenses:

• Life License
• Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain quickly)

Deadline: Apply soon as this position will go fast. 

Flexible work from home options available.