Senior Partner in Financial Services

2 weeks ago


Philadelphia, Pennsylvania, United States Ryabyy Region - Modern Woodmen of America Full time
Job Overview

Benefits:

  • 401(k) plan
  • Performance-based bonuses
  • Company-sponsored events
  • Dental coverage
  • Flexible working hours
  • Health insurance
  • Career advancement opportunities
  • Training and development programs
  • Vision coverage

The Ryabyy Region of Modern Woodmen is actively seeking a Senior Partner to lead and develop a team of financial representatives within our organization. If you hold a Series 26 (or 24) License, or at minimum, have completed your SIE certification, and have a strong aspiration to guide and nurture a team, this position may be an excellent fit for you.


Investment in Your Growth: We are prepared to make a significant investment to facilitate the transition of the right candidate into this role and support their professional development.


Note: This is not a mass recruitment initiative. We are in search of a singular, key individual to enhance and expand our region. Please apply only if you possess the required certifications and are passionate about team leadership and growth.


Meet Our Local Leaders:

  • Managing Partner, Jason Zeigler:
    • Duration with team: less than 1 year.
    • Jason brings extensive experience in the financial services sector and has previously operated his own photography business.
    • Outside of work, Jason enjoys spending time with his family and engaging in outdoor activities.
  • Managing Partner, Sergio Reyes:
    • Duration with team: less than 1 year.
    • Sergio has a robust background in management within the financial services industry.
    • Sergio enjoys city life, family time, and supporting local sports teams.

About Modern Woodmen of America: Established in 1883, Modern Woodmen of America stands as the third-largest fraternal benefit society in the nation by assets. Our organization is built on the principles of fraternalism, merging business with community service. With over 700,000 members, we are committed to ensuring financial security, enhancing family life, and positively impacting local communities.


Key Responsibilities:

  • Demonstrate leadership within the community through active participation and engagement.
  • Drive local market growth by recruiting, training, and developing financial representatives, thereby advancing the region's expansion efforts.
  • Build and maintain a high-performing team to contribute to the success of Modern Woodmen.

Unique Fraternal Component: Modern Woodmen's fraternal aspect distinguishes it within the financial services landscape. We give back at a local level, matching funds to support community initiatives. Our members are not just clients; they are part of a community that makes a tangible impact through both time and financial contributions.


Training and Development: New Senior Partners will receive comprehensive training through Modern Woodmen University, with opportunities for both in-person and virtual leadership training sessions. Following foundational training, our team is dedicated to providing extensive field and office support to new leaders until they achieve self-sufficiency in their skills and development.


We look forward to reviewing your application.


Flexible work-from-home options are available.



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