Managing Partner with Sports Background

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

The Lonergan Region - 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) Licenseor at minimum, have completed the SIE certificationand 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 : https : / / www.modernwoodmen.org / about -us / community-impact /

Meet Our Team :

Luke Lonergan is a Regional Director who joined Modern Woodmen in 2018. Prior to that, he worked at Apple and was fast-tracked through leadership development. He entered the business with a passion for being a leader in his community. Outside of work, Luke enjoys spending time with his four children, smoking barbecue, supporting local charities, and mentoring young professionals.

Anna McClellan is a Financial Representative who joined Modern Woodmen in 2025. She previously worked as a 4th grade elementary teacher and is deeply involved in her childrens activities, including serving as PTA leader at their school. Coming from a family of local business owners, Anna brings strong interpersonal skills and a passion for connecting with people and making an impact in her community.

Levi Matthews is a Managing Partner who joined Modern Woodmen in 2024. Before that, he worked at New York Life and spent over 20 years coaching basketball. Levi was drawn to Modern Woodmens strong team culture and clear pathway to leadership. As part of a growing team, he saw the opportunity to build a bright future for his family while helping others succeed.

About Modern Woodmen :

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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. Youll 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.