Managing Partner with Sports Background

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 West Tennessee Region of Modern Woodmen of America is actively seeking a Managing Partner for each of our markets to spearhead the continued development and leadership of a team of financial representatives. If you possess a Series 26 (or 24) License—or at minimum, have completed the SIE certification—and have a strong desire to lead and foster a team, this opportunity could be an excellent match worth exploring!

Discover Modern Woodmen's impact in Your community, follow this link:

Check out the varying backgrounds of some of our local leaders:

Brad Keltner is Regional Director for Modern Woodmen of America, where he focuses on leadership development, member growth, and community engagement. With more than 25 years of experience, Brad brings a strong background in financial services, relationship building, and team development. Before joining Modern Woodmen, he built a successful career in office equipment with a Fortune 500 company, where he honed his skills in service and leadership. Outside of work, Brad enjoys spending time with his wife and family, attending his daughter’s ballgames, golfing, staying active in his church, and catching up with his grown sons.

Hunter Summar is Managing Partner for Modern Woodmen of America, where he focuses on guiding members and advisors toward financial security and community impact. With over 11 years of experience, he brings a background in installing and maintaining communication systems for first responders and agricultural businesses. Outside of work, Hunter is passionate about his faith and supporting his sons in sports.

Tina Graves is a Financial Representative with Modern Woodmen of America, bringing 16 years of experience and a background as an elementary school principal. She is passionate about helping members achieve financial security while making a positive impact in her community. Outside of work, Tina enjoys entertaining, traveling, volunteering, and spending time on her family farm.

Zach Congiardo is a Financial Representative with Modern Woodmen of America, bringing 10 years of experience and a passion for helping others achieve financial stability and purpose. A graduate of the University of Tennessee at Martin, Zach is actively involved in his church and community. Outside of work, he enjoys marching band music and spending time with his wife and their six-month-old son.

About Modern Woodmen:

Modern Woodmen 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.

Our Competitive Difference:

At Modern Woodmen, our unique fraternal component sets us apart in giving back. While many companies contribute to charitable causes, our distinct approach involves making a local impact. We run programs that directly channel funds to communities on a grassroots level. While contributing to larger organizations like the Red Cross or United Way is commendable, there's a profound significance in writing a $4,000 check to a local community striving to build a playground or help cure a kid battling cancer. At Modern Woodmen, we don't have clients; we have members, fostering a sense of belonging to something greater than oneself. This inclusive approach makes giving back, both in terms of time and money, effortlessly meaningful.

The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. You’ll be responsible for recruiting, training, and developing financial representatives, contributing to the team's overall success. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community.

Why Choose Modern Woodmen of America:

Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.

Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.

Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.

Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.

Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.

Perks/Benefits:

Resources aligned to support you to recruit, train and develop the team of talented professionals

Exclusive training/development with the financial services professional supporting you

An environment and culture of mutual support and growth

Attainment of prestigious credentials and recognition

Consistent opportunities for growing your income and character

Strong benefits and retirement package

Dental, health, and vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Qualifications:

Ability and Desire to recruit, train and develop new financial representatives.

Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges

Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.

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

Required Active Financial Licenses:

SIE Certification or willingness to quickly obtain

Series 26 (or 24) license or willingness to quickly obtain

Life/Health license or willingness to quickly obtain

Deadline: Apply soon as this position will go fast.

Flexible work from home options available.