Wealth Management Leader

3 weeks ago

Virginia Veterans Dr Roanoke VA USA, United States Slone 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 Slone Region of Modern Woodmen of America. As a key member of our leadership team, you will be responsible for driving the growth and development of our financial representatives across the WV Region.

Key Responsibilities
  • Serve members' financial needs by providing tailored financial solutions.
  • Exemplify leadership in the community through active involvement and engagement.
  • Drive the growth of the local office by recruiting, training, and developing financial representatives.
  • Build and nurture a high-performing team to contribute to the success of Modern Woodmen.
Qualifications
  • Minimum of a Life Insurance License and/or SIE Certification (one or both required)
  • Series 26 (or 24) License (preferred)
  • Strong community connection (preferably a graduate of a local high school)
  • Leadership skills and effective communication ability
  • Strong background in sales or customer service
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. The organization is 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.

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 Slone team is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until the MP achieves self-sufficiency in both skills and development.

Upward Mobility

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

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