Financial Sales Representative

WoodmenLife; Town of Florida (NY); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Unlimited earning potential

Flexible hours

Benefits package for qualifying representatives

Bonuses and recognition trips

Job summary

A financial services company in New York is seeking motivated individuals to become Sales Representatives. This role allows you to build your own business, helping clients meet their financial goals while working independently and setting your own hours. Ideal candidates will have strong communication skills and a high school diploma, and are required to obtain insurance licenses. A comprehensive benefits package is available for qualifying representatives, making this an exciting commission-based opportunity.

Qualifications

• Ability to obtain state insurance licenses and pass background checks.
• Good organizational skills and ability to prioritize.
• Strong interpersonal and communication skills.

Responsibilities

• Sell life insurance and retirement products.
• Develop leads and re-evaluate customer needs.
• Deliver death benefits to local families.

Skills

Organizational skills

Interpersonal skills

Communication skills

Ability to work independently

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)
• Choose your target market
• 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
• Develop leads
• Re-evaluate customer needs on an annual basis
• Listen to members to understand their financial needs and ensure a smooth sales 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

Qualifications

Being a sales representative requires a background that demonstrates the following minimum knowledge, skills, talents, and traits:

• 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 listening skills
• 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.

*As of Dec. 31, 2022; liabilities $9.4 billion.