Managing Partner with Sports Background
Benefits:
401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
The Boyle Region of Modern Woodmen 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: https://www.modernwoodmen.org/about-us/community-impact/
Check out the varying backgrounds of some of our local leaders:
Tim Boyle
Tim is a highly experienced financial services professional with a strong background in cross‑functional team building and strategic sales planning. His leadership experience in developing teams, guiding sales strategy, and supporting professionals at every stage of growth has led him to his role as Regional Director at Modern Woodmen. He is passionate about creating strong, collaborative teams and building meaningful, long‑lasting client relationships.
Bart Warren
Managing Partner, Bart Warren, with Modern Woodmen and has been in this role for 10 years. He began his career in the financial services industry 25 years ago, right out of college, after earning a Marketing and Sales degree from Northern Illinois University in 2000. Bart joined Modern Woodmen in 2009 and quickly moved into leadership. Outside of work, he enjoys coaching his children in travel baseball and softball. He’s been married to his wife for 22 years and is a big fan of the Chicago Cubs and Chicago Bears. In his free time, Bart also enjoys golfing, yardwork, and spending time with his two dogs and cat.
Annie LaMontagna
Annie is an Administrative Assistant at Modern Woodmen, where she's spent almost two years supporting her team through communication, event coordination, and recruiting. She graduated from Illinois State University and enjoyed creating a positive, organized experience for everyone she works with. Outside the office, she loves spending time with my family and friends, reading, and gardening.
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.