Sales Consultant

Woodmenlife; Omaha, Northern (NE, KY); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

WoodmenLife in Omaha, NE is seeking a Sales Consultant to grow the independent distribution channel by communicating annuity and life insurance knowledge, guiding producers with illustrations and marketing collateral, and acting as a home office liaison for licensing, commissions, and software issues.

The role blends reactive desk support (70%), proactive sales activities (20%), and miscellaneous duties (10%), requiring a life insurance background, a bachelor’s degree or equivalent experience,

Qualifications

• Bachelor's degree or equivalent experience.
• 2–3 years of life insurance experience is preferred.
• Must obtain life/health license within six months.

Responsibilities

• Handle inbound calls and emails for product support and illustrations.
• Support producers with licensing, commissions, and software questions.

Skills

Phone skills

Customer service

Office software

Education

Bachelor's degree

Tools

Microsoft Office

Illustration software

Webex

Zoom

Job description

Job Title: Sales Consultant

This position is eligible for a hybrid work schedule and is located at the WoodmenLife Tower in downtown Omaha, NE.

WoodmenLife is looking to hire a Sales Consultant to join our team! In this role, you will play a crucial role in increasing sales production through effective communication of Annuity and Life Insurance product knowledge. This position will support the independent distribution channel (IDC) a number of ways by positioning the company’s products through sales ideas, providing illustration support, resolving inquiries, and delivering timely responses to our independent producers. This foundational role will involve reactive inquiries from IMO’s, independent producers and their uplines appointed with WoodmenLife along with proactive inside sales activities. The individual will collaborate with the Director of Sales of Additional Distribution to bridge the gap between the independent field force and Home Office resources. This role is highly valued for its knowledge, responsiveness, and ability to positively impact sales, as well as assisting in the expansion and development of the independent distribution channel for WoodmenLife.

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.

We are looking for someone to:

Reactive Sales Desk Support (70%)

• Field incoming calls and emails from IMO leaders, marketers, and producers, offering product support for sales-related questions
• Guide producers and IMOs with assistance on immediate items of need, such as illustrations, application support & marketing collateral
• Act as a central resource and home office liaison to resolve issues related to licensing, commissions, software, new business, and in-force business
• Maintain ownership of all referred calls and ensure timely responses
• Document issues and results in the CRM platform

Proactive Sales Activities (20%)

• Develop and maintain a strong working relationship with the Director of Sales to ensure key IMO accounts and their downlines receive adequate support
• Proactively contact key IMO leaders, marketers, and producers in assigned accounts to offer assistance, ongoing training on products, promote company value propositions, and provide illustration software support
• Communicate messages, ideas, and concepts to the field through various technological sources for ongoing sales development

Miscellaneous (10%)

• Develop an expert understanding of all WoodmenLife products and value propositions
• Perform other duties as assigned by the department and team, including ongoing projects from management
• Continuously enhance skills through professional development activities such as reading, formal/informal education, training classes, and special projects

We need someone who has:

• Bachelor's degree preferred or equivalent experience required, with at least two to three years of experience with Life insurance (knowledge of Annuities a plus)
• Prior experience working with independent distribution channels a plus (producers & IMO’s)
• Must have or obtain a life/health license within six months
• Strong phone presence and skills in handling various types of calls with professionalism
• Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Teams), illustration software, and presentation platforms (Webex, Zoom, etc.)

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

WoodmenLife will not sponsor applicants for work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis.

Please ensure your resume includes your current contact information, including:

• Full name
• Phone number
• Email address
• Current city and state of residence

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.