Sales Representative

WoodmenLife; Red Oak (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Join WoodmenLife as a Sales Representative in Red Oak, Iowa. This dynamic role offers the chance to connect with clients and help them secure their financial futures. Responsibilities include building relationships, selling insurance products, and providing exceptional customer service.

Ideal candidates possess sales experience, strong communication skills, and a positive attitude. WoodmenLife values community and supports employee growth, making it a great place to thrive in your career.

Qualifications

• Proven experience in sales, preferably in the insurance or financial services industry.
• Strong interpersonal and communication skills to engage with clients effectively.
• Ability to work independently and as part of a team.
• Valid insurance license or willingness to obtain one.
• Goal-oriented with a passion for helping others achieve financial security.
• Strong organizational and time management skills.
• Proficient in using technology and CRM tools.
• Positive attitude and a commitment to continuous learning.

Responsibilities

• Develop and maintain relationships with clients to understand their financial needs.
• Present and sell WoodmenLife products, including life insurance and retirement plans.
• Conduct market research to identify new opportunities and potential clients.
• Provide exceptional customer service and support throughout the sales process.
• Meet and exceed sales targets and performance metrics.
• Participate in training and professional development to enhance sales skills.
• Collaborate with team members to share best practices and strategies.
• Utilize CRM software to track leads and manage client relationships effectively.

Skills

Sales experience

Interpersonal skills

Time management

CRM proficiency

Job description

Benefits

• 401(k) matching


• Bonus based on performance


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

About the Role

Join WoodmenLife as a Sales Representative and become part of a dedicated team committed to helping families secure their financial futures. In this dynamic role, you'll have the opportunity to connect with clients, build lasting relationships, and make a positive impact in your community.

Responsibilities

• Develop and maintain relationships with clients to understand their financial needs.


• Present and sell WoodmenLife products, including life insurance and retirement plans.


• Conduct market research to identify new opportunities and potential clients.


• Provide exceptional customer service and support throughout the sales process.


• Meet and exceed sales targets and performance metrics.


• Participate in training and professional development to enhance sales skills.


• Collaborate with team members to share best practices and strategies.


• Utilize CRM software to track leads and manage client relationships effectively.

Requirements

• Proven experience in sales, preferably in the insurance or financial services industry.


• Strong interpersonal and communication skills to engage with clients effectively.


• Ability to work independently and as part of a team.


• Valid insurance license or willingness to obtain one.


• Goal-oriented with a passion for helping others achieve financial security.


• Strong organizational and time management skills.


• Proficient in using technology and CRM tools.


• Positive attitude and a commitment to continuous learning.

About Us

WoodmenLife has been serving families across the United States since 1890, providing financial security and peace of mind through our insurance and investment products. Our customers appreciate our commitment to community and our employees value a supportive work environment that fosters growth and success.