Wealth Team Manager

Beck Region - Modern Woodmen of America

Wealth Team Manager

Bloomington, IL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Home office stipend

    Opportunity for advancement

    Training & development

    Vision insurance

    Wealth Team Manager With Award Winning Region

    About Jeremy Beck - Regional Director:

    Jeremy Beck's personal journey is one of commitment and family devotion. As a father of two boys and a dedicated husband, Jeremy discovered his passion for financial services at the age of 13, inspired by witnessing a representative help his father earn success through financial planning. Beyond his financial career, Jeremy finds joy in coaching and playing soccer, often spending his free time chasing his boys around the soccer field.

    Professionally, Jeremy started at Modern Woodmen in a corporate role and recently realigned his path to merge his passions with the field. His diverse experiences, including working with competitor companies, contribute to his unique perspective. Jeremy values authenticity, seeking individuals with a history of overcoming hardships and exceptional talent in their current positions. Joining Modern Woodmen, Jeremy found a home in a region that prioritizes people, fosters a judgment-free environment, and passionately offers opportunities for families to create better lives.

    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.

    Position: Growth Manager/Managing Partner - Beck Region As a Managing Partner at Modern Woodmen, you play a vital role in addressing members' financial needs, demonstrating leadership in the community, and driving the growth of the local office. The Beck Region, covers most of Central and East Iowa and Western Illinois, providing an exciting opportunity to make a significant impact on the financial well-being of individuals and families in these areas.

    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:

    Life License (required)

    SIE, 6, 63, and 26 OR 7, 63, 24 (required to obtain if not active)

    Strong community connection

    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 ($114K-$192K 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 Beck 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:

    If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as a Managing Partner. Help us clear away financial burdens for families and contribute to the growth and success of the Beck Region.

    Deadline: Apply soon as this position will go fast.

    Flexible work from home options available.