Finance Managing Partner

Slone Region - Modern Woodmen of America
Beckley, WV Full Time
POSTED ON 9/27/2024 CLOSED ON 11/19/2024

What are the responsibilities and job description for the Finance Managing Partner position at Slone Region - Modern Woodmen of America?

Benefits:
  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

The Slone Region of Modern Woodmen is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives across the WV Region (also encompassing Roanoke, VA). If you possess a Series 26 (or 24) License (if not, a minimum qualification is evidence of your completed SIE certification or Life Insurance License) and harbor a strong desire to lead and foster a team, then this opportunity could be an excellent match worth exploring!

We are willing to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Please note: This position is not a mass recruitment opportunity. We are seeking a single key individual to advance and expand in the Beckley market. Only apply if you hold the specified certifications and are enthusiastic about growing and leading a team.

Discover Modern Woodmen's impact in Your community, follow this link: https://www.modernwoodmen.org/about-us/community-impact/

Let's start with an introduction to some of our local leadership:

Meet Managing Partner: John Chafin
  • Been with the organization for 3 1/2 years.
  • John was previously working in the coal industry.
  • Outside of work John enjoys spending time with his family, being involved in church, working out, listening to podcast/finding ways to be better in his career and in life, and he loves being outdoors.
Meet District Agent: Michael Pennington
  • Been with the organization for 1 year and 8 months.
  • Prior was a lab technician at ARH.
  • Outside of work Michael loves spending time with his wife and 3 year old. He cherishes attending and preaching at local area churches and giving back to and participating in community events.
Meet Regional Director, Jeremy Slone:
Married for over a decade with four kids and a fifth on the way, Jeremy humorously admits that his wife works harder than he does! After spending 15 years at AT&T and feeling stuck, he took a leap of faith by attending an interview that turned out to be a pivotal decision, marking the beginning of a fulfilling career. Grateful for the opportunities provided by Modern Woodmen, Jeremy now serves as the Regional Director for West Virginia.

Beyond work, he enjoys coaching basketball, hunting, fishing, and cherishing moments with his family. Jeremy is passionate about his role as a leader, aiming to develop 18 leaders in the next four years, empowering representatives to lead better lives and transform their life dynamics.

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.

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
Unique Fraternal Component:
Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.

Benefits:
  • Competitive compensation range ($87K-$179K and up)
  • Opportunity for personal and professional growth
  • Fraternal programs and activities to enhance quality family life
  • Involvement in local volunteer projects and community impact
  • 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 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.

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.

Flexible work from home options available.

Salary : $87,000 - $179,000

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