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 Sztapka 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:
Tobin Mason is a Managing Partner who joined Modern Woodmen in 2007. Prior to that, he was an entrepreneur, owning and operating several small businesses. Outside of work, Tobin enjoys spending time outdoors, traveling with his family, and coaching Little League baseball. His passion for people and community shines through both in and out of the office.
Lynn Walstad has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his children’s activities and helps run a family pheasant hunting business in the fall.
Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWA’s fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.
Nick Sztapka is a Managing Partner who joined Modern Woodmen in 2018 at the age of 23. He previously worked as an account specialist for a major tool manufacturer before finding his calling in financial services. Nick is married and a proud father. He enjoys hunting, fishing, golfing, and spending quality time with friends and family around bonfires. Traveling and making lasting memories with loved ones are some of his favorite pastimes.
Sarah May has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. She’s passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her pets.
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.