Sr Sales Specialist - Investments

Internal Wholesaler - Investments

This position has a hybrid 3/2 schedule located at the WoodmenLife Tower in downtown Omaha, NE.

WoodmenLife is looking to hire an Internal Wholesaler to join our team! In this role, you will assist in increasing product sales for Woodmen Financial Services (WFS). Facilitates training and sales support within the Home Office as well as with sales representatives. Works jointly with sales representatives regarding annuity and mutual fund sales.

WoodmenLife is one of the best places to work in Omaha, with more than 135 years of service rooted in purpose and community. Since 1890, WoodmenLife has been dedicated to helping hardworking Americans secure their families' financial futures and leave a lasting legacy. As a purpose-driven, not-for-profit life insurance company, our commitment is to our members and the communities they call home.

As a member of the WoodmenLife family, you'll join others who share a commitment to family, community, and country. We offer a comprehensive benefits package including health, dental, vision, 401(k), life insurance, and more. Apply today to learn more!

We are looking for someone to:

• Provide leadership in marketing and promotion of mutual funds, 529's, annuity products and any other approved products through WFS.
• Provide leadership and guidance to sales representatives.
• Assist sales representatives in presenting and assisting in sales by directly participating on sales calls.
• Develop, support and train sales representatives on initiatives and strategies.
• Support sales growth by providing direct support to sales representatives.
• Responsible for promoting and educating non-licensed reps on the opportunity and benefits of getting securities licensed to grow the organization.
• Provide sales education to WoodmenLife Sales Representatives on fixed indexed annuities offered through Woodmen Insurance Agency by carriers that are not affiliated with WoodmenLife. Such sales education shall not include making recommendations or providing education directly to consumers.
• Conduct outbound training webinars, PowerPoints and telephone calls to sales representatives.
• Perform other duties as assigned by Management.
• Meet expectations for attendance and punctuality in accordance with the expectations established by the supervisor and WoodmenLife policy.

We need someone who has:

• Bachelor's Degree in Business, Finance or Insurance preferred or 3 to 5 years of equivalent industry experience.
• Must have, or attain within 6 months of hire, FINRA SIE, Series 6 or 7 and 63 licenses.
• Insurance or financial services experience.
• Ability to analyze, interpret and clearly communicate information.
• Ability to identify project objectives, deliverables, tasks, timelines and meet or exceed deadlines.
• Ability to identify obstacles and present solutions in order to resolve problems efficiently and accurately in a fast paced, dynamic environment.
• Self-motivated and self-managed with an ability to clearly and effectively communicate information.
• Ability to maintain confidentiality of information.
• Ability to engage well with others and passionate about providing exemplary customer experience.
• Ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service.

If you're ready to make an impact in your community, we'd love to hear from you. Apply today!

As part of WoodmenLife's employment process, candidates will be required to complete a criminal background check, credit check (when required for position), fingerprint check (when required for position), drug screen and reference checks. Any offer of employment will be contingent upon successfully passing the above.

WoodmenLife is welcoming to all regardless of background and beliefs. WoodmenLife respects every associate's unique perspective and contribution. We are committed to creating an environment that values differences, and creates opportunities for growth, leadership and service. This commitment includes providing equal opportunity in recruitment, employment and promotion, training and community outreach. WoodmenLife is also dedicated to strengthening the communities in which its employees live.

APPLICANTS WITH DISABILITIES SHOULD ADVISE THE HUMAN RESOURCES DEPARTMENT AT THE TIME OF APPLICATION IF SPECIAL ACCOMMODATIONS ARE NEEDED. Woodmen of the World Life Insurance Society (WoodmenLife) is an equal opportunity employer.