Field Life Sales Specialist - San Diego/South OC

Farmers Insurance•San Diego, CA

5d•Remote

About The Position

This position supports the growth of life insurance sales by using data to recommend actions to agents that advance premium and profit objectives for an assigned territory. The specialist takes ownership of sales outcomes through proactive engagement and solution-driven approaches, developing and implementing business plans to improve agency productivity and profitability, deepen relationships, and promote life insurance products and the company’s value proposition. The role collaborates with internal teams, field leadership, and agency stakeholders to address complex or high-value challenges, implement sales initiatives, and achieve objectives. It is an individual-contributor role performed independently with minimal guidance. The position is listed as remote; employees who live within 50 miles of a Farmers corporate office work in a hybrid environment, with at least three days in office and up to two days virtual. The position may also involve work at field locations and regular travel between offices and other work locations.

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 company product offerings.
Strong technical aptitude and proficiency with Microsoft Office, CRM, and 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 product lines, including high-value and complex cases.
Manage assisted and unassisted sales activities, focusing on point-of-sale interactions and sales targets.
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, achieve activity and production goals, and monitor outcomes.
Follow up on sales strategies, assess their effectiveness, and adjust them when results fall short of expectations.
Develop and implement customized agency sales plans, including quarterly and annual targets, aligned with broader business objectives and adjacent revenue opportunities.
Recommend product illustrations, case designs, and sales focus independently.
Act as a liaison among 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 activity, analyze data and trends, provide actionable insights, and measure the results of 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.