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Financial Representative
Job Description
Overview:
We are seeking a highly motivated and results-driven Sales Representative to join our team. 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. As a Sales Representative, you have the opportunity to help protect individuals and families from financial hardship and help them achieve their financial goals. This is an exciting opportunity to spend every day doing what you love and making a positive impact on the lives of others.Duties:
Sell life insurance and retirement products Identify and pursue new leads and sales opportunities Re-evaluate customer needs and preferences on an annual basis Build and maintain relationships with existing members to ensure customer satisfaction and loyalty, and help them reach their financial goals Maintain and grow member base Develop and deliver sales presentations to potential clients Personally deliver death benefits to local families Collaborate with internal teams to develop customized solutions for clients Provide excellent customer service throughout the sales process Present flags and awards to local nonprofit organizations and individuals Support local chapters in community service and fundraising effortsQualifications:
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 and as part of a team Good organization skills and the ability to prioritize workload Strong negotiation skills and ability to close deals Excellent communication and interpersonal skills Valid driver's license and willingness to travel for client meetings High school diploma Ability to engage well with others and be passionate about providing an exemplary customer experience We offer competitive compensation packages, including a commission-based contract, as well as benefits such as healthcare coverage, retirement plans, the ability to earn multiple bonuses and recognition trips, and professional development opportunities. If you are a driven individual with a passion for finances, people, and making a difference, we would love to hear from you.Benefits:
401(k) Dental insurance Flexible schedule Health insurance Life insurance Vision insurance Disability insurance Compensation package: Bonus opportunities Commission pay Performance bonus Uncapped commissionSchedule:
Monday to Friday Flexible hoursWork Location:
Hybrid remote in Jacksonville, FL 32256 \nCompany Description As a not-for-profit life insurance company, we've been helping to protect the financial future of families, making a difference in hometowns across America, and honoring our country since 1890. Company Description As a not-for-profit life insurance company, we've been helping to protect the financial future of families, making a difference in hometowns across America, and honoring our country since 1890.Benefits
- 401(k) Plans
- Professional Development
- Other Retirement and Savings
- Bonuses/Stipends
Career Insights for Life / Health Insurance Sales Agent
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Scorecard
Based on Florida data
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What they do
A Life or Health Insurance Sales Agent sells life insurance or health insurance to customers, working on behalf of an insurance company or independent insurance agent or broker. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. Life insurance agents may sell policies or annuities, and assist clients or beneficiaries with getting insurance claims processed. Health insurance agents may negotiate rates for employers, explain plans and benefits to employees, and help clients to file or resolve health insurance claims. Life and health insurance sales agents may earn commissions for sales.
$71,609 / year median in Florida
+5% projected growth