United States Job Openings

Pogue Region - Modern Woodmen of America

Investment Team Supervisor

Pueblo

FULL TIME

September 2, 2024

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Stock options plan
  • 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 Pogue Region: https://reps.modernwoodmen.org/jpogue/

Meet the Heartbeat of the Pogue Region, Our People:

Jim Ed Pogue, Regional Director:
  • Background: Originally from Quad Cities, now residing in Colorado for a couple of years. Known for his ability to enhance and improve situations. Married for 19 years with three children.
  • Career Journey: Climbed the ranks within the company to reach the top position.
  • About: Committed to making positive changes, both personally and professionally.
Jacob Plowman:
  • Role: Regional Recruiter, with a focus on talent acquisition.
  • Background: Originally from California, moved to Colorado after college. Enthusiastic about skiing, hiking, backpacking, and the outdoors.
  • Time with MWA: Contributed for 1.5 years.
  • About: Passionate about connecting with individuals and fostering talent within the organization.
Ely Lambert:
  • Role: Financial Representative and Business Mentor.
  • Background: Originally from Illinois, served as a pastor before joining MWA. Moved to the Midwest as a Managing Partner before relocating with RD Jim Ed to build the business.
  • Tenure: Brings 11 years of experience to the table.
  • Passion: Dedicated to helping people achieve financial security and success.
Coleen Faris:
  • Location: Resides in Pueblo, Colorado.
  • Character: Known for her remarkable kindness and support, especially towards new representatives.
  • Values: Advocates strongly for the Fraternal concept and community engagement.
  • Interests: Enjoys gardening, spending quality time with family, and actively volunteers in the Pueblo community and at her church.
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 Becoming a Future Managing Partner (once necessary industry licenses are achieved): As a future 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 Modern Woodmen:
  • A Winning Culture: We 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 the 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 the state 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. We are committed to fostering your continuous growth and propelling you to greater career heights.
Perks/Benefits:
  • Starting income ranging from $110K 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:
  • 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.
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)
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.

Deadline: Apply soon as this position will go fast.
Flexible work from home options available.
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