Field Life Sales Specialist - Central California

Farmers Insurance•Fresno, CA

5d•Remote

About The Position

The Field Life Sales Specialist supports life insurance sales growth in an assigned territory by using data to recommend actions that help agents meet premium and profit objectives. The role takes ownership of sales outcomes through proactive engagement, solution-driven consultation, and management of assisted and unassisted sales activities. It promotes life insurance products and the company’s value proposition, develops tailored agency business plans, and works toward quarterly and annual sales targets. The specialist partners with agency owners, district managers, field leadership, internal teams, and other agency stakeholders to improve agency productivity and profitability. The role provides recommendations on product illustrations, case designs, and sales focus; supports complex cases and issues; and delivers consultation, training, and education on products, services, marketing campaigns, technology, and advanced sales strategies. It monitors agency performance and sales activity through CRM systems and other tools, analyzes trends, measures the impact of solutions, and adjusts plans as needed. The position is an independent-contributor role that generally works with minimal guidance and also mentors and coaches less experienced team members. The job may be performed in person at a Farmers office, virtually from an approved alternative work location, or at field locations. The posting identifies the workplace as remote and lists locations in Bakersfield, Fresno, Merced, and Modesto, California. Travel between offices, alternative work locations, and field locations may be required. The work environment is generally indoors and climate-controlled, while field work may involve outdoor weather exposure.

Requirements

High school diploma or equivalent.
Valid life insurance license and FINRA Series 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 work, 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 of company product offerings.
Strong technical aptitude and proficiency with 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.
Ability to meet the role’s physical demands, including prolonged sitting or standing, frequent computer and fine-motor work, and occasional movement and handling of objects weighing up to 50 pounds.
Clear vision and adequate hearing, with or without correction, for job duties and workplace safety.

Nice To Haves

Bachelor’s degree.
Financial Services Certified Professional (FSCP) designation.
Chartered Life Underwriter (CLU) designation.
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, focusing on point-of-sale interactions and successful transactions.
Promote life insurance products and the company’s value proposition.
Engage proactively with district managers and agency owners to identify needs and opportunities, deliver tailored solutions, and meet activity and production targets.
Follow up on sales strategies, assess 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.
Align agency sales plans with broader business objectives and use adjacent revenue-stream opportunities to support life sales.
Provide recommendations on product illustrations, case designs, and sales focus.
Act as a liaison among internal teams, field leadership, and agency stakeholders to address 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 improvement, and virtual or in-person guidance.
Monitor agency performance using CRM systems and other tools; track sales activity, analyze data, identify trends, and provide actionable insights.
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.
Perform other duties as assigned.