Senior Sales Specialist – Investments

WoodmenLife

. Assist in increasing product sales for Woodmen Financial Services (WFS) .

Posted 11/11/2026full-timeOmaha • Nebraska • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in sales support and training for financial products, including annuities and mutual funds, while effectively communicating and collaborating with sales representatives. Holds necessary financial licenses and possesses a strong understanding of the insurance and financial services industry.

Highest-signal resume keywords

FINRA SIE LicenseSeries 6 LicenseSeries 7 LicenseSeries 63 LicenseInsurance or Financial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales SupportTraining DevelopmentSales StrategyProduct PromotionCustomer Experience Management

Soft Skills

Effective CommunicationProblem SolvingSelf-MotivationTeam CollaborationConfidentiality Maintenance

Tools & Technologies

WebinarsPowerPoint

Industry Keywords

AnnuitiesMutual Funds529 PlansFinancial ServicesSales Growth

About the role

Key responsibilities & impact

Assist in increasing product sales for Woodmen Financial Services (WFS)
Facilitate training and sales support within the Home Office and with sales representatives
Work jointly with sales representatives on annuity and mutual fund sales
Provide leadership in marketing and promotion of mutual funds, 529s, annuity products and other approved WFS products
Provide leadership and guidance to sales representatives
Assist sales representatives in presenting and making sales by directly participating in sales calls
Develop, support and train sales representatives on initiatives and strategies
Support sales growth by providing direct support to sales representatives
Promote and educate non-licensed representatives about the opportunity and benefits of obtaining securities licenses
Provide sales education to WoodmenLife Sales Representatives on fixed indexed annuities offered through Woodmen Insurance Agency by unaffiliated carriers, without making recommendations or educating consumers directly
Conduct outbound training webinars, PowerPoints and telephone calls to sales representatives
Perform other duties assigned by Management
Meet attendance and punctuality expectations under 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 to resolve problems efficiently and accurately in a fast-paced, dynamic environment
Self-motivated and self-managed
Ability to clearly and effectively communicate information
Ability to maintain confidentiality of information
Ability to engage well with others
Passion for providing exemplary customer experience
Ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service
Successful completion of criminal background check, credit check when required, fingerprint check when required, drug screen and reference checks
Special accommodations should be advised to Human Resources at the time of application if needed

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Equal opportunity in recruitment, employment and promotion
Training and community outreach opportunities
Opportunities for growth, leadership and service