Managing Partner with SIE Certification

Grapevine

Job Description Job Description Benefits:

401(k)

401(k) matching

Bonus based on performance

Company parties

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

The Smith Region of Modern Woodmen is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives across Greater Dallas and North/East Texas. 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 people and culture of the Smith Region: https://reps.modernwoodmen.org/tsmith/

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

Tim Smith, Regional Director:

Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes.

Personal Milestone: Expecting a child in mid-May.

Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.

Roque Moreira:

Role: Manager based in Dallas.

Background: Previously in management with a competitor before joining MWA in November last year.

Personal: Family-oriented LDS member with three boys, actively involved in church and community.

Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.

Jackson Hauser:

Role: Managing Partner (MP) based in Dallas.

Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role.

Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup.

Office: Leads a team of three in Dallas.

Tim Eaton:

Role: Managing Partner (MP) in Denton.

Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans.

Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.

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 clientsthey are part of a community that makes a tangible impact through both time and financial contributions.

Benefits:

Competitive compensation range ($110K-$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 local 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.