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Wealth Division Managing Partner
Smith Region - Modern Woodmen of America - Mesquite, TX
posted 2 months ago
About the position
The Managing Partner for the Smith Region at Modern Woodmen of America is responsible for leading and developing a team of financial representatives across Greater Dallas and North/East Texas. This role emphasizes leadership, community engagement, and the provision of tailored financial solutions to meet members' needs. The position offers significant opportunities for personal and professional growth, supported by comprehensive training and a culture of accountability and support.
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.
Requirements
- 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.
Nice-to-haves
- Experience in sales or customer service.
- Background in financial services or management.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
