Field Representative, WoodmenLife

WoodmenLife
Job Description
We are looking for a highly movtivated individual to service in the Harnett/Johnston County area. 
  • Employment Type Full-Time

Responsibilities

  • Analyze and understand the financial needs of individual clients
  • Schedule appointments and meet with potential clients
  • Make recommendations to help clients meet their financial needs
  • Provide ongoing customer service and update client policies as needed
  • Be teachable and open to learning how to find, help, and maintain new clients and relationships
  • Maintain professional ethics and behavior at all times

Basic Requirements

  • High School Diploma
  • Phone skills in a professional setting
  • Reliable transportation
  • Motivated and self-starting with the ability to work with little supervision
  • Basic office machines and programs
  • Organization skills and record keeping
  • Goal orientated attitude
  • Valid life insurance license (or must be willing to obtain one in the near future, all cost will be reimbursed)

Preferred Skills

  • Insurance or financial experience preferred
  • Valid life insurance license (or must be willing to obtain one in the near future)
  • Self- motivated and disciplined with a strong work ethic
  • Comfortable working with individuals of all ages

Benefits Included

  • Training program, financial assistance and one-on-one mentorship
  • Health
  • Dental
  • Vision
  • 401K

Contact: Regional Sales Representative, Jason Dennis at the Dunn office - 910-230-0238

Contact Information