Finance and Insurance Manager at Beck Region - Modern Woodmen of America
Davenport, IA 52806
About the Job
The Beck Region of Modern Woodmen is actively looking for a Managing Partner to spearhead the continued development and leadership of a team of financial representatives serving the Quad Cities (the home of our Global HQ!). If you possess a Series 26 (or 24) License (if not, a minimum qualification is evidence of your completed SIE certification) and harbor a strong desire to lead and foster a team, then this opportunity could be an excellent match worth exploring!
We are willing to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.
Please note: This position is not a mass recruitment initiative. We are seeking a single key individual to advance and expand in this area. Only apply if you hold the specified certifications and are enthusiastic about growing and leading a team.
Discover Modern Woodmen's impact in Your community, follow this link: https://www.modernwoodmen.org/about-us/community-impact /
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:
- Jim Schoeck:
- Managing Partner with Modern Woodmen for over 20 years.
- Jim was formerly a jewelry salesperson.
- Personally: Experienced distance runner, dedicated family man, and recipient of the District Growth Award in 2023.
- Kraigg Knary:
- Transitioned to Modern Woodmen one year ago with a background in P&C insurance.
- Well-connected in Moline, IL, 3 daughters and 3 grandkids. Kraigg's wife has a successful career at John Deere.
- He is a strong manager evolving into a mentor, passionate about helping others succeed, and enjoys outdoor activities like riding his side-by-side.
- Jason McPeak:
- Starting at Modern Woodmen on May 1st and expected to become a Managing Partner within six months.
- Based in Bloomington, IL, with a history of success in insurance.
- Driven individual with aspirations to grow into a leadership role within the company.
About the Local Leader, Jeremy Beck - Regional Director:
Jeremy Beck's personal journey is one of commitment and family devotion. As a father of two boys and a dedicated husband, Jeremy discovered his passion for financial services at the age of 13, inspired by witnessing a representative help his father earn success through financial planning. Beyond his financial career, Jeremy finds joy in coaching and playing soccer, often spending his free time chasing his boys around the soccer field.
Professionally, Jeremy started at Modern Woodmen in a corporate role and recently realigned his path to merge his passions with the field. His diverse experiences, including working with competitor companies, contribute to his unique perspective. Jeremy values authenticity, seeking individuals with a history of overcoming hardships and exceptional talent in their current positions. Joining Modern Woodmen, Jeremy found a home in a region that prioritizes people, fosters a judgment-free environment, and passionately offers opportunities for families to create better lives.
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.
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.
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. 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.
Why Choose the Beck Region of Modern Woodmen:
- A Winning Culture: Our offices across Iowa and Illinois 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 Jeremy Beck 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 have seen remarkable success. With Jeremy's guidance, you'll have the chance to excel and secure a bright financial future.
- Growth: Guided by strong mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. Jeremy and the support team are 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.
- 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.
- 401(k) with matching
- Dental, health, and vision insurance
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- 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
- Life License
- Series 26 (or 24) License (or ability to obtain)
Deadline: Apply soon as this position will go fast.
Salary
96,800 - 243,900 /year
Full Benefits
Full Benefits