Financial Representative jobs in United States
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WoodmenLife · 4 hours ago

Financial Representative

WoodmenLife is a company focused on helping clients meet their financial goals. They are seeking Financial Representatives who will build their own business, sell life insurance and retirement products, and provide stellar customer service in their local communities.

FinanceFinancial ServicesInsuranceLife Insurance
Hiring Manager
Eve VanKley
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Responsibilities

Sell life insurance and retirement products
Develop leads
Re-evaluate customer needs on an annual basis
Listen to members to understand their financial needs and ensure a smooth sales process
Personally deliver death benefits to local families
Maintain and grow member base
Present flags and awards to local nonprofit organizations and individuals
Support local chapters in community service and fundraising efforts
Build lasting relationships with members and help them reach their financial goals

Qualification

Insurance licensesOrganizational skillsInterpersonal skillsCommunication skillsIndependent work

Required

Ability to obtain state insurance licenses (life, health, variable contracts) and satisfactorily pass a background check and/or insurance licensing verification
Ability to work independently
High school diploma
Good organizational skills and the ability to prioritize workload
Strong interpersonal, written communication, oral communication, and listening skills
Ability to engage well with others and be passionate about providing an exemplary customer experience

Benefits

Enjoy a benefits package (for those who qualify)
Ability to earn multiple bonuses and recognition trips

Company

WoodmenLife

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WoodmenLife has been helping to protect the financial future of families like yours, making a difference in hometowns across America.