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Farmers Insurance

Multiline insurer of auto and home

Field Life Sales Specialist - San Diego/South OC

Insurance Sales & AgencyUpdated on Nov 14
Full-timeRemote

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • A valid life insurance license and FINRA Series 6 and Series 63 licenses are required.
  • At least seven years of experience in sales, account management, or agency operations is required, preferably in the insurance industry.
  • Experience in direct point of sale, life insurance wholesale, and sales leadership is required.
  • Strong verbal communication and listening skills are required.
  • Demonstrated written communication skills are required.
  • Ability to influence internal or external constituents is required.
  • Demonstrated analytical skills are required.
  • Strong product knowledge and an in-depth understanding of life insurance products, services, and company product offerings are required.
  • Strong technical aptitude and proficiency in Microsoft Office and customer relationship management (CRM) systems or similar tools 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 and deliver constructive feedback are required.

Responsibilities

  • Drive life insurance sales by consulting with agency owners to meet sales objectives across multiple product lines, including high-value and complex cases.
  • Own sales outcomes by managing assisted and unassisted sales activities, focusing on point-of-sale interactions, promoting life insurance products and the company value proposition, and meeting sales targets.
  • Proactively engage with district managers and agency owners to identify needs or opportunities, deliver tailored solutions, achieve activity targets and production goals, and monitor outcomes.
  • 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 using adjacent revenue opportunities to drive life sales.
  • Independently recommend product illustrations, case designs, and sales focus.
  • Act as a liaison among internal teams, field leadership, and agency stakeholders on 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 trends, and provide actionable insights to address performance gaps and improve sales results.
  • Measure agency performance changes resulting from tailored solutions.
  • Mentor, train, and coach less experienced team members or lower-level life sales consultants, providing ongoing support and feedback to develop their skills and improve 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), or Chartered Financial Consultant (ChFC) designation is 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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