Salesperson, Financial Sales

Company Description

Woodmen Financial Resources, LLC is a financial services firm focused on helping individuals, families, and businesses achieve long‑term financial success. The firm emphasizes that financial strategies are more than numbers, serving as tools to reach meaningful life and business goals. Woodmen Financial is committed to guiding clients toward practical, personalized solutions that align with their objectives. The firm’s success is closely tied to client outcomes, and most new business comes from existing client relationships and referrals.

This creates a culture that prioritizes exceptional service, trust, and results.

This full‑time Salesperson role is a hybrid position based in Oklahoma City, OK, with some flexibility to work from home. The Salesperson will identify and engage prospective clients, conduct discovery meetings to understand financial needs, and present appropriate financial solutions and services. Day‑to‑day responsibilities include managing a sales pipeline, following up on leads and referrals, preparing proposals, and maintaining detailed records in the firm’s CRM systems.

The role also involves building long‑term client relationships, coordinating with internal financial professionals, and staying informed about financial products and market trends. The Salesperson will participate in networking activities, client review meetings, and ongoing training to support sustained growth and client satisfaction.

• Strong client relationship and communication skills, including active listening, clear presentation abilities, and professional interpersonal skills.
• Sales and business development skills, such as prospecting, lead qualification, closing techniques, and pipeline management.
• Knowledge of financial services, including basic understanding of investment, insurance, and retirement products, with a commitment to ongoing learning.
• Organizational and time management skills, with the ability to prioritize tasks, manage multiple client engagements, and meet deadlines.
• Comfort with technology, including CRM tools, productivity software, and virtual meeting platforms.
• High ethical standards, integrity, and a client‑first mindset aligned with long‑term relationship building.
• Ability to work independently and collaboratively in a hybrid environment, balancing in‑office and remote responsibilities.
• Relevant education such as a bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.
• Prior sales or financial services experience, and applicable licenses (e.g., securities or insurance licenses), are beneficial but not strictly required.