Finance Team Managing Partner

Starr Region - Modern Woodmen of America

Finance Team Managing Partner

Shelton, CT +1 location
Full Time
Paid
  • Responsibilities

    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

    About Modern Woodmen: Modern Woodmen of America (MWA for short) 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.

    Follow this link to learn more about the people and culture of the Hill Region: https://reps.modernwoodmen.org/lhill

    About the Role: Managing Partner (once necessary industry licenses are achieved): 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.

    Meet Our Team:

    Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement. With 37 years of experience in the financial services industry, Jon brings extensive leadership and expertise in agency development, advisor mentorship, and client relationship management. Throughout his career, he has built and led successful teams while maintaining a steadfast commitment to integrity, service, and helping others achieve financial security. Outside of work, Jon enjoys spending time with family and giving back to his community.

    Kyle Reis is a Financial Representative with Modern Woodmen of America, where he is dedicated to helping members achieve financial security while making a positive impact in their communities. Before joining Modern Woodmen, Kyle served as a Teller Supervisor at a local bank, where he oversaw branch operations, conducted audits, and ensured efficient daily financial processes. His background in banking has given him a strong foundation in client service and attention to detail. Outside of work, Kyle enjoys spending time with family and friends, playing golf, watching sports, and traveling to explore new cultures.

    Eric J. Gallicchio is Managing Partner for Modern Woodmen of America, bringing more than 30 years of experience in the financial services industry. Throughout his career, he has built a reputation for leadership, professionalism, and dedication to helping clients achieve long-term financial security. A proud MDRT qualifier and former General Agent Partner, Eric is committed to guiding his team and members with integrity and care. He resides in Hamden, Connecticut, with his wife of 25 years, Marna, and is an avid New York Yankees fan.

    Perks/Benefits:

    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

    Active Licenses:

    Life License

    Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain quickly)

    Qualifications:

    Desire to create 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.

    Your Competitive Journey Starts Now: If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

    Flexible work from home options available.

  • Locations
    Shelton, CT • New Haven, CT