Advanced Life Specialist

Federated Mutual Insurance Company•Owatonna, MN

About The Position

Who is Federated Insurance? At Federated Insurance, we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own. Federated’s culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect. We strive to create a work environment that embodies our core principles and values. We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities. Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? Are you passionate about helping sales professionals deliver sophisticated life insurance solutions? We are seeking an Advanced Life Specialist to serve as a trusted resource for our field marketing team, providing expertise in advanced sales concepts, case consultation, business valuation support, and training initiatives. This role is ideal for a detail-oriented professional with strong business acumen, analytical skills, and an interest in life insurance products and advanced planning concepts.

Requirements

Bachelor's degree or equivalent combination of education and experience.
Ability to obtain and maintain required insurance licensing.
Minimum of three years of business experience demonstrating strong administrative and organizational skills.
Strong analytical, communication, and problem-solving abilities.
Proficiency in Microsoft Office Suite and related business applications.
Ability to learn, retain, and recall complex information quickly.
Demonstrated commitment to handling confidential information with discretion and integrity.

Nice To Haves

Knowledge of life insurance products and operations.
Experience within life insurance, financial services, or related industries.
Bookkeeping and/or accounting experience.
Experience developing and delivering training programs or instructional materials.

Responsibilities

Serve as a key resource for Marketing Representatives and Home Office personnel on advanced sales concepts and case management.
Maintain and expand knowledge of life and disability income insurance products, underwriting concepts, and applicable tax laws and regulations.
Provide guidance and support for business valuation estimates and other advanced sales services.
Develop and prepare client-focused presentations and help Marketing Representatives effectively utilize them.
Manage advanced sales administration and reporting systems, including researching, analyzing, and reporting data.
Design, develop, and deliver training materials, curriculum, and user guides.
Provide phone support to Life Customer Service teams and assist with special projects as needed.
Handle sensitive business information with the highest level of confidentiality and professionalism.