Internal Wholesaler

• 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 Woodmen Life Sales Representatives on fixed indexed annuities offered through Woodmen Insurance Agency by carriers that are not affiliated with Woodmen Life.
• Conducts outbound training webinars, Power Points and telephone calls to sales representatives.
• Performs other duties as assigned by Management.
• Meets expectations for attendance and punctuality in accordance with the expectations established by the supervisor and Woodmen Life policy.

• 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.

Demonstrates expertise in marketing and promoting financial products, providing leadership and training to sales representatives, and delivering exceptional customer service. Holds necessary financial licenses and possesses strong analytical and communication skills to drive sales growth and support team development.

• FINRA SIE License
• Series 6 License
• Series 7 License
• Series 63 License
• Sales Training

• Financial Services Experience
• Sales Support
• Project Management
• Sales Education
• Outbound Training

• Effective Communication
• Problem Solving
• Self-Motivated
• Customer Engagement
• Confidentiality

• Bachelor’s Degree in Business
• Bachelor’s Degree in Finance
• Bachelor’s Degree in Insurance

• Mutual Funds
• Annuity Products
• 529 Plans
• Sales Representatives
• Woodmen Life

• Power Point
• Webinars