Wealth Team Manager with Support

2 months ago


Grapevine, Texas, United States Smith Region - Modern Woodmen of America Full time
About the Role

We are seeking a highly motivated and experienced Wealth Team Manager to join our team at the Smith Region of Modern Woodmen of America. As a key member of our leadership team, you will be responsible for developing and leading a team of financial representatives across Greater Dallas and North/East Texas.

Key Responsibilities
  • Serve Members' Financial Needs: Provide tailored financial solutions to meet the unique needs of our members.
  • Exemplify Leadership: Demonstrate leadership in the community through active involvement and engagement.
  • Drive Business Growth: Recruit, train, and develop financial representatives to drive the growth of our local office.
  • Build a High-Performing Team: Nurture a team of high-performing financial representatives to contribute to the success of Modern Woodmen.
Benefits
  • Competitive Compensation: Enjoy a competitive compensation range of $110K-$192K and up.
  • Opportunity for Growth: Pursue personal and professional growth opportunities within our organization.
  • Fraternal Programs: Participate in fraternal programs and activities that enhance quality family life.
  • Community Involvement: Engage in local volunteer projects and community impact initiatives.
  • Supportive Culture: Experience a supportive and open communication culture.
Qualifications
  • Minimum Qualifications: Hold a Life Insurance License and/or SIE Certification (one or both required).
  • Preferred Qualifications: Possess a Series 26 (or 24) License.
  • Leadership Skills: Demonstrate leadership skills and effective communication ability.
  • Background in Sales: Have a strong background in sales or customer service, with the desire and ability to lead others.
About Modern Woodmen of America

Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. We are rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.

Next Steps

Provide detailed insights in your application to facilitate a comprehensive evaluation. If your application aligns with our interests, we will reach out to discuss potential next steps.



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