Financial Representative

WoodmenLife; Knoxville (TN); On-site; USD 42,000 - 66,000; Full time

Job summary

WoodmenLife in Knoxville, TN seeks a Financial Representative to build trusted client relationships and provide guidance on life insurance and financial solutions. The role emphasizes community engagement and ongoing service as clients’ needs evolve.

Independently contracted with access to WoodmenLife training, mentorship, and development resources. Strong communication and ethical standards are essential for success in serving families and communities.

Qualifications

• Strong communication, interpersonal, and relationship-building skills.
• Professional, self-motivated, and committed to delivering high levels of client service.
• Ability to build trust and develop long-term client relationships.
• Goal-oriented, organized, and capable of working independently.
• Willingness to obtain and maintain required state insurance licensing.

Responsibilities

• Build long-term client relationships and provide ongoing service as client needs evolve.
• Understand client needs and goals, and provide financial education and guidance.
• Recommend life insurance, retirement, and financial solutions.
• Develop new client relationships through networking and community engagement.

Skills

Communication

Interpersonal skills

Relationship building

Self-motivated

Client service

Ethical standards

Education

College education welcomed

Job description

WoodmenLife is a not-for-profit life insurance organization that has been helping protect the financial futures of families and supporting hometown communities across the United States since 1890. The company emphasizes a shared commitment to family, community, and country, offering members opportunities to volunteer locally, support hunger relief, fundraise for important causes, and enjoy family-focused events.

By putting money back into the community, WoodmenLife aims to make a positive impact while being there for members when they need support most. Headquartered in Omaha, Nebraska, WoodmenLife provides life insurance and related financial products, along with securities offered through its subsidiary, Woodmen Financial Services, Inc.

Role Description

The Financial Representative role offers the opportunity to build a career in insurance and financial services while helping individuals and families protect what matters most and prepare for their financial futures.

Financial Representatives work with clients to understand their needs and goals, provide financial education and guidance, and recommend appropriate life insurance, retirement, and financial solutions. The role centers on developing trusted, long-term client relationships and providing ongoing service as clients’ needs evolve.

Based in Knoxville, Financial Representatives also develop new client relationships through professional networking, referrals, and community engagement. Representatives operate as independent contractors with access to WoodmenLife training, mentorship, tools, resources, and ongoing professional development.

Qualifications

• Strong communication, interpersonal, and relationship-building skills.
• Professional, self-motivated, and committed to delivering a high level of client service.
• Ability to build trust, communicate complex information clearly, and develop long-term client relationships.
• Goal-oriented, organized, and capable of working independently while managing professional responsibilities effectively.
• Comfortable developing new relationships and establishing a professional presence within the community.
• Coachable and committed to continued learning and professional development.
• High ethical standards and a commitment to serving clients with professionalism and integrity.
• Willingness to obtain and maintain required state insurance licensing; additional licensing and professional development opportunities may be available as the representative’s career progresses.
• Experience in financial services, sales, business development, banking, management, customer service, or another relationship-driven profession is beneficial, but financial services experience is not required.
• College education is welcomed but not required.