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Farmers Insurance

Multiline insurer of auto and home

Field Life Sales Specialist - Central California

Insurance Sales & AgencyUpdated on Nov 14
Full-time

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • A valid life insurance license and FINRA Series 6 and 63 licenses are required.
  • At least seven years of experience in sales, account management, or agency operations is required, preferably within the insurance industry.
  • Experience in direct point of sale, life insurance wholesale, and sales leadership is required.
  • Strong verbal and listening skills, demonstrated written communication skills, and the ability to influence internal or external stakeholders are required.
  • Demonstrated analytical skills and strong knowledge of life insurance products, services, and company offerings are required.
  • Strong technical aptitude, proficiency in Microsoft Office, and strong proficiency in CRM and similar systems are required.
  • Ability to adapt quickly to new technology and develop and deliver effective presentations is required.
  • A high degree of initiative and the ability to instill commitment to organizational goals are required.
  • The ability to coach effectively and deliver constructive feedback is required.

Responsibilities

  • Drive life insurance sales by consulting with agency owners to meet sales objectives across multiple product lines and on high-value and complex cases.
  • Manage assisted and unassisted sales activities, focus on point-of-sale interactions, promote life insurance products and the company value proposition, and meet sales targets.
  • Engage proactively with district managers and agency owners to identify needs or opportunities, deliver tailored solutions, and monitor outcomes against activity targets and production goals.
  • Follow up on implemented strategies, assess their effectiveness, and adjust them when results do not meet expectations.
  • Develop and implement customized sales plans for assigned agencies, including quarterly and annual sales targets, aligning plans with broader business objectives and leveraging adjacent revenue opportunities to drive life sales.
  • Apply knowledge of life insurance products and services to compete in the marketplace and independently recommend product illustrations, case designs, and sales focus.
  • Act as a liaison between internal teams, field leadership, and agency stakeholders to resolve complex underwriting, commissions, customer service, licensing, and other issues.
  • Build and maintain relationships with elite agents through targeted consultation, training, and education on products, services, marketing campaigns, technology, and advanced sales strategies.
  • Support agency growth by assisting with producer recruitment and development, optimizing performance and profitability, and providing guidance virtually or in person.
  • Monitor agency performance using CRM systems and other tools; track sales activities, analyze data and identify trends or patterns, and provide actionable insights to address performance gaps and improve sales results.
  • Measure changes in agency performance resulting from tailored solutions.
  • Mentor, train, and coach less experienced team members or lower-level life sales consultants, and provide ongoing support and feedback to develop skills and enhance team capabilities.
  • Perform other duties as assigned.

Desired Qualifications

  • A bachelor's degree is preferred.
  • The Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations are preferred.

About the Company

Farmers Insurance

Multiline insurer of auto and home

Farmers Insurance Group offers auto, home, life, and business insurance plus related financial services across all 50 states. Policies are underwritten and supported by risk management and claims handling, with sales through a mix of exclusive and independent agents who focus on long-term relationships. It stands out by combining nationwide coverage with a multiline product lineup and an emphasis on ongoing service and cross-selling rather than one-off transactions. Its goal is to protect customers’ assets and finances with reliable coverage while growing its business through lasting relationships.

Company size
10,001+
Company stage
Debt Financing
Total funding
$300M
Headquarters
Los Angeles, CA
Founded
1928

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