Internal Wholesaler

Job Summary

Internal Wholesaler at WoodmenLife is seeking a dynamic individual to join our team. The role involves assisting in increasing product sales for Woodmen Financial Services (WFS) and facilitating training and sales support.

About the Role

Works jointly with sales representatives regarding annuity and mutual fund sales. Assists sales representatives in presenting and assisting in sales by directly participating on sales calls. Develops, supports, and trains sales representatives on initiatives and strategies. Supports sales growth by providing direct support to sales representatives. Promotes and educates non-licensed reps on the opportunity and benefits of getting securities licensed to grow the organization.

Responsibilities

• Provides leadership in marketing and promotion of mutual funds, 529’s, annuity products and any other approved products through WFS.
• Provides leadership and guidance to sales representatives.
• Assists sales representatives in presenting and assisting in sales by directly participating on sales calls.
• Develops, supports, and trains sales representatives on initiatives and strategies.
• Supports sales growth by providing direct support to sales representatives.
• Responsible for promoting and educating non-licensed reps on the opportunity and benefits of getting securities licensed to grow the organization.
• Provides sales education to WoodmenLife Sales Representatives on fixed indexed annuities offered through Woodmen Insurance Agency by carriers that are not affiliated with WoodmenLife.
• Conducts outbound training webinars, PowerPoints and telephone calls to sales representatives.
• Performs other duties as assigned by Management.

Requirements

• Bachelor’s Degree in Business, Finance or Insurance preferred or 3 to 5 years of equivalent industry experience.
• Must have, or attain within 6 months of hire, FINRA SIE, Series 6 or 7 and 63 licenses.
• Insurance or financial services experience.
• Ability to analyze, interpret and clearly communicate information.
• Ability to identify project objectives, deliverables, tasks, timelines and meet or exceed deadlines.
• Ability to identify obstacles and present solutions in order to resolve problems efficiently and accurately in a fast paced, dynamic environment.
• Self-motivated and self-managed with an ability to clearly and effectively communicate information.
• Ability to maintain confidentiality of information.
• Ability to engage well with others and passionate about providing exemplary customer experience.
• Ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service.

Qualifications

• Must have or attain within 6 months of hire, FINRA SIE, Series 6 or 7 and 63 licenses.

Skills

• Excellent communication skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite.

Benefits

WoodmenLife offers a comprehensive benefits package including health, dental, vision, 401(k), life insurance, and more.

Pay

Competitive salary based on experience.

Schedule

Full-time position with flexible working hours.

Benefits

Health, dental, vision, 401(k), life insurance, and more.

Company Culture

WoodmenLife is a purpose-driven, not-for-profit life insurance company dedicated to helping hardworking Americans secure their families' financial futures and leave a lasting legacy. We are committed to creating an inclusive environment where everyone feels valued and respected.

Equal Opportunity Employer

WoodmenLife is an equal opportunity employer and welcomes applications from all qualified individuals regardless of race, color, religion, sex, national origin, age, disability, veteran status, or sexual orientation.