Wealth Team Managing Partner

The Foote Region of Modern Woodmen is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives across the Greater Tri-Cities, TN region.

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!

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.

Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team.

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.

Key Responsibilities :

• Exemplify leadership in the community through active involvement and engagement.
• Drive the growth in the local market by recruiting, training, and developing financial representatives, thereby driving the region's expansion efforts.
• Build and nurture a high-performing team to contribute to the success of Modern Woodmen.

Why Choose the Foote Region of Modern Woodmen :

A Winning Culture : Our offices across Middle and East Tennessee are a tight-knit community with values aligned to deliver the best for our team and members.

We celebrate collective victories and support each other's growth and success, while impacting our community in a huge way.

Quality Training and Development : With Tim Gibson and his passionate team to guide you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch.

Embrace the bulletproof business plan and watch your impact on your member's lives & achievements soar.

• Exceptional Earning Potential : Our Managing Partners across Tennessee have seen remarkable success. With guidance, you'll have the chance to excel and secure a bright financial future.
• Growth : Guided by mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate.

Our organization is committed to fostering your continuous growth and propelling you to greater career heights.

Perks / Benefits :

• Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
• 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.
• 401(k) with matching
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan

Qualifications :

• Deep rooted connectedness in your community.
• 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.

Meet Some of our Local Tri-Cities Team :

Tim Gibson : Managing Partner

• How long with MWA? About 3 years.
• Previous Experience? Spent 20 years as a paramedic, including time with Air-Evac Lifeteam; sought a career change and quickly advanced to Managing Partner.
• What he loves about life? Married for 18 years, enjoys spending time with his son on the baseball field, hunting, fishing, following the Chicago Cubs and Tennessee college sports.

Jake Ottinger : Financial Representative

• How long with MWA? 26 years.
• Previous Experience? Joined MWA straight out of college, the 4th member of his family to work with the company.
• What he loves about life? Passionate about 4-H, agriculture, and outdoor living; married with 3 kids.

Bradley Hartsell : Financial Representative

• How long with MWA? Started in May 2024.
• Previous Experience? Former associate professor at Emory & Henry College.
• What he loves about life? Married, enjoys trivia nights, soccer, sports, and is heavily involved in nonprofit work in Bristol, TN.

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.

Desired Active Licenses :

• Life License
• SIE Certified (or willingness to obtain)
• Series 26 (or 24) License (or willingness to obtain)

Deadline : Apply soon as this position will go fast.

Flexible work from home options available.