Financial Representative

WoodmenLife; Parkersburg (WV); On-site; USD 35,000 - 75,000; Full time

Benefits offered by this job

Commission-based contract

Benefits package

Independent contractor

Job summary

WoodmenLife in Parkersburg, WV seeks Representatives to grow the member base by selling life insurance and retirement products, re-evaluating needs annually, and delivering outstanding customer service to local families.

As independent contractors, representatives set their own hours, earn commissions and bonuses, receive mentoring and community support, and help families prepare for the future while making a lasting impact in the community.

Qualifications

• Ability to obtain state insurance licenses and pass background checks.
• Ability to work independently.
• High school diploma completed.
• Good organizational skills and prioritization.
• Strong interpersonal and communication skills; focus on customer experience.

Responsibilities

• Sell life insurance and retirement products.
• Re-evaluate customer needs on an annual basis.
• Listen to members to understand financial needs and ensure a smooth 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.

Skills

Independent work

Interpersonal skills

Organizational skills

Customer focus

Communication skills

Education

High school diploma

Job description

Spend every day doing what you love. From unlimited earning potential to the

ultimate career flexibility, your dream role may be closer than you think.

• Build your own business helping clients meet their financial goals
• Get paid for the work you do, not the hours you put in
• Set your own hours
• Enjoy a benefits package (for those who qualify)
• Advance your expertise and product offerings
• Ability to earn multiple bonuses and recognition trips
• Prepare families for the future
• Make a lasting impact in your local community
• Receive local and national support and mentoring

Position Purpose

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.

Core Responsibilities

• Sell life insurance and retirement products
• Re-evaluate customer needs on an annual basis
• Listen to members to understand their financial needs and ensure a smooth
• 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

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
• High school diploma
• Good organizational skills and the ability to prioritize workload
• Strong interpersonal, written communication, oral communication, and
• Ability to engage well with others and be passionate about providing an exemplary customer experience

This is a commission-based contract opportunity. WoodmenLife offers a benefits package for those who qualify. WoodmenLife requires candidates to complete a criminal background check, credit check, drug screen and reference checks. Any contract offer will be contingent upon successfully passing these screenings.

Representatives are independent contractors and are not employees of WoodmenLife. However, certain full-time life insurance sales agents may be treated as statutory employees for employment tax purposes (See: IRS Publication 15-A).

WoodmenLife is committed to excellence in diversity by creating an inclusive work environment that values and respects all individuals. This commitment includes providing equal opportunity in recruitment, advancement opportunities, training and community outreach. WoodmenLife is also dedicated to strengthening the communities in which its representatives live.