Field Life Sales Specialist - Central California

Farmers Insurance • Modesto, CA

6d • $102,450 - $174,240 • Remote

About The Position

The Field Life Sales Specialist supports life insurance sales growth in an assigned territory by using data and proactive consultation to recommend solutions that advance premium and profit objectives. This individual contributor owns sales outcomes, independently performs work with minimal guidance, and develops and implements business plans to improve agency productivity and profitability, strengthen relationships, and promote life insurance products and the company’s value proposition.

The role partners with agency owners, district managers, field leadership, internal teams, and other agency stakeholders to address complex or high-value opportunities and challenges. It provides tailored sales plans, product and case-design recommendations, training, education, and performance insights. Support may be delivered virtually, in person, or at field locations.

Requirements

• High school diploma or equivalent.
• Valid life insurance and FINRA Series 6 and Series 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, and demonstrated written communication skills.
• Ability to influence internal and/or external constituents.
• Demonstrated analytical skills and strong product knowledge, including in-depth knowledge of life insurance products and services and the company’s 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.

Nice To Haves

• Bachelor’s degree.
• Financial Services Certified Professional (FSCP) designation.
• Chartered Life Underwriter (CLU) designation.
• Chartered Financial Consultant (ChFC) designation.

Responsibilities

• Drive life insurance sales by consulting with agency owners on sales objectives across multiple product lines and complex or high-value cases.
• Manage assisted and unassisted sales activities, focus on point-of-sale interactions, and promote life insurance products and the company’s value proposition.
• Engage proactively with district managers and agency owners to identify needs and opportunities, provide tailored solutions, and meet activity and production targets.
• Monitor the outcomes of sales strategies, follow up on their effectiveness, and adjust approaches when results fall short of expectations.
• Develop and implement customized agency sales plans, including quarterly and annual targets, that align with broader business objectives and leverage adjacent revenue opportunities.
• Apply knowledge of life insurance products and services to compete effectively and independently recommend product illustrations, case designs, and sales priorities.
• Coordinate between internal teams, field leadership, and agency stakeholders to resolve complex underwriting, commission, 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 activity, analyze data and trends, and provide actionable insights to address performance gaps.
• 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 constructive feedback.
• Perform other duties as assigned.

Benefits

• Competitive salary commensurate with experience, qualifications, and location; California salary range: $102,450–$174,240.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED