Finance Team Supervisor

Hill Region - Modern Woodmen of America

Finance Team Supervisor

Anderson, IN +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    The Hill Region of Modern Woodmen is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives across across the state of Indiana. 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 our region. 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/

    Follow this link to learn more about the Hill Region: https://reps.modernwoodmen.org/lhill

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

    Lucas Hill:

    Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry.

    Outside of Work: Avid golfer and enjoys traveling, watching Pacers games, and playing soccer.

    About: Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education.

    Beau:

    Prior Experience: Former director of a youth soccer academy, now a Managing Partner in Greenwood.

    Time in Seat: 4 years as Managing Partner.

    Outside of Work: Enjoys golfing, traveling, and volunteering in his local community.

    About: Married with two children, integrates his passion for sports and community service into his personal and professional life.

    Kurtis:

    Prior Experience: Senior Financial Advisor at MWA.

    Time in Seat: 7 years in Wanatah, Indiana.

    Outside of Work: Loves outdoor activities with his wife and spending quality time with friends and family.

    About: Focuses on fostering strong personal and financial relationships.

    Amanda:

    Prior Experience: Former counselor, now a Financial Advisor at MWA.

    Time in Seat: 1 year in the financial sector.

    Outside of Work: Plays professional soccer for Indy Eleven.

    About: Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising.

    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)

    Leadership skills and effective communication ability

    Strong background in sales or customer service, with the desire and ability to lead others

    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 ($112K-$196K 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 Hill 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.

  • Locations
    Anderson, IN • Fort Wayne, IN