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DATE ADDED: Mon 01/10/2018

Insurance Agent - Financial Services

Greensboro, USA


Job Description


  • 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


  • In home and in office appointments
  • 200-400 client certificates to manage
  • Daily prospecting
  • 8-10 appointments per week

Benefits Included

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

Company Description
WoodmenLife is a nonprofit, member owned company. In addition to being a fraternal benefit society, we offer a range of insurance and financial securities products to its members. Full time financial representatives meet the financial and insurance needs of members throughout every stage of life. WoodmenLife is seeking qualified life insurance sales individuals with Life and Health license or those willing to become licensed.

Every day you will work to make lives of the families in our communities better through a variety of insurance and financial products and the fraternal benefits offered through WoodmenLife. Along the way, you'll make a great living for yourself! Please apply today!


Role: Insurance Agent - Financial Services
Job Type:
Location: Greensboro,

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