Field Life Sales Specialist - Los Angeles
About The Position
The Field Life Sales Specialist supports life insurance sales growth for an assigned territory by using data to recommend actions to agents that advance premium and profit objectives. This individual contributor owns sales outcomes through proactive engagement, point-of-sale support, and solution-driven consultation. The role develops and implements agency business plans to improve productivity and profitability, strengthen relationships, and promote life insurance products and the company’s value proposition. The specialist works independently with minimal guidance and collaborates with internal teams, field leadership, and agency stakeholders to address complex or high-value challenges, implement sales initiatives, and achieve sales objectives. The role also supports agency growth through consultation, training, recruitment and producer development, and uses CRM systems and other tools to monitor performance and identify actionable opportunities. The job may be performed in person at a Farmers office, virtually at an approved alternative work location, or at field locations. The work environment is generally indoors and climate-controlled; field work may involve outdoor weather exposure. Regular travel between offices, alternative work locations, and/or field locations may be required.
Requirements
- High school diploma or equivalent.
- Valid life insurance 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, 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, services, and company offerings.
- Strong technical aptitude; proficiency with Microsoft Office and CRM or similar systems; 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
- Consult with agency owners to drive life insurance sales across multiple product lines and support high-value or complex cases.
- Manage assisted and unassisted sales activities, focus on point-of-sale interactions, and take ownership of sales outcomes.
- Promote life insurance products and the company’s value proposition.
- Engage district managers and agency owners to identify needs and opportunities, deliver tailored solutions, meet activity and production goals, and monitor outcomes.
- Follow up on sales strategies, assess their effectiveness, and adjust them when results do not meet expectations.
- Develop and implement customized agency sales plans, including quarterly and annual targets, aligned with broader business objectives and adjacent revenue opportunities.
- Provide recommendations on product illustrations, case designs, and sales focus.
- Serve as a liaison among internal teams, field leadership, and agency stakeholders on underwriting, commissions, customer service, licensing, and other issues.
- Build and maintain relationships with elite agents through consultation, training, and education on products, services, marketing campaigns, technology, and advanced sales strategies.
- Support agency growth by assisting with producer recruitment and development, optimizing performance and profitability, and providing guidance virtually or in person.
- 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 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.
- Meaningful volunteer projects.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
