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Wealth Team Manager

2 months ago

Indianapolis, Indiana, United States Hill Region - Modern Woodmen of America Full time
Job Opportunity

**About the Role**

Hill Region - Modern Woodmen of America is seeking a highly skilled and experienced individual to fill the position of Managing Partner. As a key member of our team, you will be responsible for leading and developing a team of financial representatives across the state of Indiana.

Key Responsibilities:

  • Serve Members' Financial Needs: Provide tailored financial solutions to meet the needs of our members.
  • Exemplify Leadership: Demonstrate leadership in the community through active involvement and engagement.
  • Drive Growth: Recruit, train, and develop financial representatives to contribute to the success of Modern Woodmen.
  • Build a High-Performing Team: Nurture a team of financial representatives to achieve exceptional results.

Qualifications:

  • Minimum Qualifications: Life Insurance License and/or SIE Certification (one or both required)
  • Preferred Qualifications: Series 26 (or 24) License, leadership skills, effective communication ability, and a strong background in sales or customer service.

Unique Fraternal Component:

Modern Woodmen's fraternal component sets us apart in the financial services industry. We give back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are part of a community that makes a tangible impact through both time and financial contributions.

Benefits:

  • Competitive Compensation: A competitive compensation range of $112K-$196K and up.
  • Opportunity for Growth: Potential for personal and professional growth.
  • Fraternal Programs: Access to fraternal programs and activities to enhance quality family life.
  • Community Impact: Involvement in local volunteer projects and community impact.
  • Supportive Culture: A supportive and open communication culture.

Training and Development:

New Managing Partners receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, the Hill team is committed to providing extensive field and office support to new Managing Partners.

Upward Mobility:

Managing Partners have the potential to advance their careers and grow their own teams at their own pace. We actively encourage upward mobility and offer abundant opportunities for career advancement that are unique in the industry.