Wealth Team Supervisor

Slone Region - Modern Woodmen of America

Wealth Team Supervisor

Norton, VA +3 locations
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

    Wealth Team Supervisor* With Award Winning Region (licenses required, see Qualifications below): With deep roots and a longstanding membership in West Virginia, this opportunity promises substantial avenues for growth. The key to unlocking its full potential lies in expanding our leadership presence on the ground. Regional Director, Jeremy Slone, explains that the warmth of this opportunity is unparalleled, as it provides the rare advantage of inheriting a team of skilled representatives who are already excelling in their roles. This is not a ground-up endeavor; instead, it's about assembling and leading a bench of accomplished professionals, ensuring a seamless transition into a position of influence and impact. It's an exceptional chance to step into a thriving environment and take the reins of a team ready to flourish under the guidance of the right leader.

    About 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:

    Life License (required)

    SIE, 6, 63, and 26 OR 7, 63, 24 (required or having the ability/desire to quickly obtain)

    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 Operations Leaders 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:

    Operations Leaders 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.

    *This role is internally titled "Managing Partner" and will transition to this designation once all necessary licenses and requirements are met.

    Flexible work from home options available.

  • Locations
    Norton, VA • Beckley, WV • Clarksburg, WV • Charleston, WV