Senior Financial Professional

Ryabyy Region - Modern Woodmen of America

Senior Financial Professional

Pittsburgh, PA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Bonus based on performance

    Company parties

    Dental insurance

    Donation matching

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    About Modern Woodmen: Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

    Meet Some of our local PA Leaders:

    Meet Regional Director, Bogdan Ryabyy:

    Bogdan is an experienced Regional Leader with a strong background in building successful teams in the financial services industry. He leads expansion efforts across Pennsylvania, aiming to establish a substantial presence from Philadelphia to Pittsburgh by 2026.

    Outside of work, Bogdan is a devoted family man, celebrating 12 years of marriage and proud to be a "girl dad" to two daughters. He enjoys drumming at his church, movies, golf, and is an enthusiastic fan of the Eagles and Phillies, as well as a car enthusiast.

    Meet Managing Partner, Jason Zeigler:

    Duration with team: under 1 year.

    Jason has many years of financial services industry experience and has also run his own photography studio.

    Outside of work Jason cherishes time with his family and everything country/outdoors!

    Meet Managing Partner, Sergio Reyes:

    Duration with team: under 1 year.

    Sergio comes from a strong track record of management experience in the financial services industry.

    Sergio loves the city life, spending time with his family and all local sports teams.

    Role Note: This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals.

    Key Responsibilities:

    Client Engagement:

    Provide tailored financial solutions to meet the unique needs of our members.

    Build and maintain strong, lasting relationships with clients.

    Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.

    Team Leadership and Development:

    Recruit, train, and mentor new financial representatives.

    Develop and lead a high-performing team to achieve collective and individual goals.

    Foster a culture of continuous learning and professional development within the team.

    Community Involvement:

    Actively participate in community service and outreach programs.

    Represent Modern Woodmen of America in local events and initiatives.

    Engage in fraternal programs that directly benefit local communities.

    Business Growth:

    Drive the growth and success of the local office.

    Develop and implement strategies to expand the client base.

    Monitor and manage team performance to ensure alignment with organizational goals.

    Perks/Benefits: Starting income is commensurate with experience and includes exclusive training and development with financial services professionals. Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character. Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.

    Qualifications:

    Desire to create deep rooted connectedness in your community.

    Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

    Some experience as a Wealth Manager, Financial Planner or similar is preferred.

    Active Licenses/Certifications:

    Life License

    FINRA

    If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

    Flexible work from home options available.