Financial Representative

Job Description

Job Description

About us

WoodmenLife has been helping to protect the financial future of families, making a difference in hometowns across America, and honoring our country since 1890.

We have a passion for our members, pride ourselves on service to others, value inclusion in the workplace, drive results through a collaborative spirit, and display open-mindedness in all transactions and opportunities.

Our work environment includes:

• Be your own boss by setting your own hours
• Unlimited earning potential
• Growth opportunities
• On-the-job onboarding and training
• Company perks
• Safe work environment
• Local and national support and mentoring

Overview:

We are seeking a highly motivated and results-driven Sales Representative to join our team.

Our Representatives are the core of WoodmenLife’s future. They are responsible for growing our customer base, providing stellar customer service, and serving the communities where they live and work. As a Sales Representative, you have the opportunity to help protect individuals and families from financial hardship and help them achieve their financial goals. This is an exciting opportunity, based out of Jacksonville, FL, to spend every day doing what you love and making a positive impact on the lives of others.

Duties:

• Sell life insurance and retirement products
• Identify and pursue new leads and sales opportunities
• Re-evaluate customer needs and preferences on an annual basis
• Build and maintain relationships with existing members to ensure customer satisfaction and loyalty, and help them reach their financial goals
• Maintain and grow member base
• Develop and deliver sales presentations to potential clients
• Personally deliver death benefits to local families
• Collaborate with internal teams to develop customized solutions for clients
• Provide excellent customer service throughout the sales process
• Present flags and awards to local nonprofit organizations and individuals
• Support local chapters in community service and fundraising efforts

Qualifications:

• 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 and as part of a team
• Good organization skills and the ability to prioritize workload
• Strong negotiation skills and ability to close deals
• Excellent communication and interpersonal skills
• Valid driver's license and willingness to travel for client meetings
• High school diploma
• Ability to engage well with others and be passionate about providing an exemplary customer experience

We offer competitive compensation packages, including a commission-based contract, as well as benefits such as healthcare coverage, retirement plans, the ability to earn multiple bonuses and recognition trips, and professional development opportunities. If you are a driven individual with a passion for finances, people, and making a difference, we would love to hear from you.

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Vision insurance
• Disability insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Performance bonus
• Uncapped commission

Schedule:

• Monday to Friday
• Flexible hours

Work Location: Hybrid remote in Jacksonville, FL 32256

As a not-for-profit life insurance company, we’ve been helping to protect the financial future of families, making a difference in hometowns across America, and honoring our country since 1890.

Company Description

As a not-for-profit life insurance company, we’ve been helping to protect the financial future of families, making a difference in hometowns across America, and honoring our country since 1890.