Marketing Merchant
Jobtailor
Provides leadership in marketing and promotion of mutual funds, 529’s, annuity products and any other approved products through WFS.
Provides leadership and guidance to sales representatives.
Assists sales representatives in presenting and assisting in sales by directly participating on sales calls.
Develops, supports and trains sales representatives on initiatives and strategies.
Supports 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.
Provides sales education to WoodmenLife Sales Representatives on fixed indexed annuities offered through Woodmen Insurance Agency by carriers that are not affiliated with WoodmenLife.
Conducts outbound training webinars, PowerPoints and telephone calls to sales representatives.
Performs other duties as assigned by Management.
Meets expectations for attendance and punctuality in accordance with the expectations established by the supervisor and WoodmenLife policy.
Requirements
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.
Core Competencies
Demonstrates expertise in marketing and promoting financial products, providing leadership and training to sales representatives, and delivering exceptional customer service. Holds necessary financial licenses and possesses strong analytical and communication skills to drive sales growth and support team development.
Highest-signal resume keywords
FINRA SIE License
Series 6 License
Series 7 License
Series 63 License
Sales Training
ATS Optimization Keywords
Hard Skills
Financial Services Experience
Sales Support
Project Management
Sales Education
Outbound Training
Soft Skills
Effective Communication
Problem Solving
Self-Motivated
Customer Engagement
Confidentiality
Certifications & Qualifications
Bachelor’s Degree in Business
Bachelor’s Degree in Finance
Bachelor’s Degree in Insurance
Industry Keywords
Mutual Funds
Annuity Products
529 Plans
Sales Representatives
WoodmenLife
Tools & Technologies
PowerPoint
Webinars
#J-18808-Ljbffr Jobtailor
$150k - $175k
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