Field Life Sales Specialist - San Diego/South OC
About The Position
The Field Life Sales Specialist supports life insurance sales growth in an assigned territory by using data to recommend strategies that advance premium and profit objectives. This individual contributor takes ownership of sales outcomes through proactive engagement, point-of-sale support, and solution-driven consultation with agency owners. The role develops and implements agency-specific business plans, promotes life insurance products and the company’s value proposition, and works to improve agency productivity, profitability, and relationships. The position collaborates with internal teams, field leadership, and agency stakeholders to address complex or high-value cases and issues, implement sales initiatives, and achieve sales objectives. The specialist works independently with minimal guidance, provides product and sales recommendations, supports agent recruitment and development, and mentors less experienced colleagues. Work may be performed virtually, in a Farmers office, or at field locations, with regular travel potentially required.
Requirements
- High school diploma or equivalent.
- Valid life insurance and FINRA 6 and 63 licenses.
- At least seven years of experience in sales, account management, or agency operations, preferably in the insurance industry.
- Experience in direct point of sale, life insurance wholesale, and sales leadership.
- Strong verbal communication and listening skills.
- Demonstrated written communication skills.
- Ability to influence internal and/or external constituents.
- Demonstrated analytical skills and strong product knowledge.
- In-depth knowledge of life insurance products and services and the company’s product offerings.
- Strong technical aptitude and proficiency in Microsoft Office, CRM systems, and similar tools; ability to adapt quickly to new technology.
- Ability to develop and deliver effective presentations.
- High degree of initiative and ability to instill commitment to organizational goals.
- Ability to coach effectively and deliver constructive feedback.
Nice To Haves
- Bachelor’s degree.
- Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), or Chartered Financial Consultant (ChFC) designation.
Responsibilities
- Consult with agency owners to drive life insurance sales across multiple product lines, including high-value and complex cases.
- Manage assisted and unassisted sales activities and focus on point-of-sale interactions to meet sales targets.
- Promote life insurance products and the company’s value proposition.
- Engage district managers and agency owners to identify needs and opportunities, provide tailored solutions, meet activity targets and production goals, and monitor outcomes.
- Follow up on sales strategies, evaluate their effectiveness, and adjust them when results do not meet expectations.
- Develop and implement customized sales plans for assigned agencies, including plans for quarterly and annual sales targets, and align them with broader business objectives.
- Leverage adjacent revenue-stream opportunities to drive life insurance sales.
- Provide recommendations on product illustrations, case designs, and sales focus, using strong knowledge of life insurance products and services.
- Liaise with internal teams, field leadership, and agency stakeholders on complex underwriting, commissions, customer service, licensing, and other issues.
- Build relationships with elite agents through consultation, training, and education on products, services, marketing campaigns, technology, and advanced sales strategies.
- Support agency growth through producer recruitment and development, performance and profitability optimization, and virtual or in-person guidance.
- Monitor agency performance using CRM systems and other tools; track sales activities, analyze data, identify trends, and provide actionable insights to address performance gaps.
- Measure changes in agency performance resulting from tailored solutions.
- Mentor, train, and coach less experienced team members or lower-level life sales consultants, providing ongoing support and constructive feedback.
- Perform other duties as assigned.
Benefits
- Competitive salary commensurate with experience, qualifications, and location.
- Bonus opportunity based on company and individual performance.
- 401(k).
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Health Savings and Flexible Spending Accounts.
- Life insurance.
- Paid Time Off.
- Paid parental leave.
- Tuition assistance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
