Sales Representative
Current- Prospect potential clients and write insurance contracts by running needs analysis and suitability analysis and advising financial products.
- Service 200+ assigned clients from the Home office to contact and resolve issues about their policies, potential lapse, replacing policies, upselling/cross-selling new policies by providing solutions.
- Network with nonprofit financial organizations to reach out to local communities to market WoodmenLife and provide Financial literacy for young… Show more
- Network with nonprofit financial organizations to reach out to local communities to market WoodmenLife and provide Financial literacy for young adults and families.
- Research/find and attend recruiting events to recruit prospective agents and market WoodmenLife's name. Show less