Internal Wholesaler

WoodmenLife

Internal Wholesaler promoting and supporting sales of financial products for WoodmenLife. Delivering training, guidance, and education for sales representatives in a dynamic environment.

Posted 7/30/2026full-timeOmaha • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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.

Highest-signal resume keywords

FINRA SIE LicenseSeries 6 LicenseSeries 7 LicenseSeries 63 LicenseSales Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceSales SupportProject ManagementSales EducationOutbound Training

Soft Skills

Effective CommunicationProblem SolvingSelf-MotivatedCustomer EngagementConfidentiality

Tools & Technologies

PowerPointWebinars

Certifications & Qualifications

Bachelor’s Degree in BusinessBachelor’s Degree in FinanceBachelor’s Degree in Insurance

Industry Keywords

Mutual FundsAnnuity Products529 PlansSales RepresentativesWoodmenLife

About the role

Key responsibilities & impact

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 WoodmenLife Sales Representatives on fixed indexed annuities offered through Woodmen Insurance Agency by carriers that are not affiliated with WoodmenLife.
Conducts outbound training webinars, PowerPoints 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 WoodmenLife policy.

Requirements

What you’ll need

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.

Benefits

Comp & perks

health, dental, vision, 401(k), life insurance, and more