Field Life Sales Specialist

Job Summary

Essential Job Functions

• Drives life insurance sales by consulting with agency owners to meet sales objectives across multiple product lines and on high-value and complex cases.
• Takes ownership of sales outcomes by managing both assisted and unassisted sales activities.
• Focuses on point-of-sale interactions to drive successful transactions and meet sales targets.
• Promotes life insurance products and company value proposition.
• Achieves activity targets and production goals by proactively engaging with district managers and agency owners to identify needs or opportunities and deliver tailored solutions, and continuously monitor outcomes.
• Follows up on implemented strategies to assess effectiveness and pivots as needed when results do not meet expectations.
• Develops and implements customized sales plans for assigned agency to drive sales growth and meet sales objectives, including quarterly and annual sales targets.
• Aligns agency-specific sales plans with broader business objectives and leverages adjacent revenue stream opportunities to drive life sales.
• Demonstrates strong knowledge of life insurance products and services to effectively compete in the marketplace.
• Independently provides recommendations on product illustrations, case designs, and sales focus.
• Acts as a liaison between internal teams, field leadership, and agency stakeholders on complex underwriting, commissions, customer service, licensing, and other issues.
• Builds and maintains relationships with elite agents through targeted consultation, training, and education on products, services, marketing campaigns, technology, and advanced sales strategies.
• Supports agency growth by assisting with producer recruitment and development, optimizing performance and profitability, and delivering guidance virtually or in-person.
• Monitors agency performance through CRM systems and other tools.
• Tracks sales activities, analyzes data and identifies trends or patterns, and provides actionable insights to help agencies address performance gaps and improve sales results.
• Measures changes in agency performance resulting from the deployment of various tailored solutions.
• Mentors, trains, and coaches less experienced team members or lower level life sales consultants to develop their skills and improve performance.
• Provides ongoing support and feedback to support professional development and enhance team capabilities.
• Performs other duties as assigned.

Education Requirements

• High School Diploma or equivalent required.
• Bachelors degree preferred.
• Valid life insurance and FINRA 6, 63 licenses required.
• Other preferred designations include Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC).

Experience Requirements

• 7+ years of experience in sales, account management, or agency operations, preferably within the insurance industry.
• Experience required in direct point of sale, life insurance wholesale, and sales leadership.

Additional Qualification

Physical Actions

Job is performed in-person at a Farmers office or virtually at an approved alternative work location. Job may include work performed at field locations. The physical work environment is indoors and climate-controlled with adequate lighting and ventilation. Normal and customary distractions include background noise produced by office equipment and chatter among people, as well as interruptions. Field work performed outdoors may include exposure to weather elements. Frequently sits or stands for prolonged periods of time, up to a full shift. Occasionally moves about the workplace including navigating stairs, ramps, and level or uneven surfaces. Occasionally moves, pushes, pulls, lifts, carries, and places objects or materials weighing up to 50 pounds without assistance. Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to perform job duties. Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift. Occasionally performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below the knees. Possesses clear vision, with or without correction, to visually read and verify information. Relies on depth perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in terrain and locating objects. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace. Jobs in this category may require regular travel between Farmers offices, alternative work locations, and/or field locations.