Inside Life Sales Specialist - California
About The Position
This position supports the growth of life insurance sales by using data to make recommendations to agents that advance premium and profit objectives for an assigned territory. It serves as a contact for district managers, agents, and agency staff to strengthen relationships and promote life insurance products and the company’s value proposition. This is an individual-contributor role performed with a moderate level of guidance and direction. The role analyzes agency activity and premium under management, identifies trends and growth opportunities, generates data insights, and provides agencies with actionable recommendations. It also supports agencies virtually or in person, maintains agency relationships, and provides training and ongoing education on products, services, marketing campaigns, and technology. The specialist maintains sales and agency records, manages funnel and pipeline information, prepares reports, and may assist with onboarding and mentoring new team members.
Requirements
- High school diploma or equivalent required.
- Valid life insurance license required.
- At least 3 years of experience in sales, account management, or agency operations; insurance industry experience preferred.
- Strong verbal communication and listening skills.
- Demonstrated written communication skills.
- Effective interpersonal skills.
- Demonstrated analytical skills.
- Strong product knowledge and working knowledge of life insurance products and services, with a solid understanding of company product offerings.
- Strong technical aptitude and ability to adapt quickly to new technology.
- Proficiency in Microsoft Office suite.
- Competence with CRM and similar systems.
Nice To Haves
- Bachelor’s degree preferred.
- Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), or Chartered Financial Consultant (ChFC) designation preferred.
- FINRA 6 or 63 license preferred.
- Experience in the insurance industry preferred.
Responsibilities
- Analyze agency activity and premium under management to identify trends, performance gaps, and growth opportunities.
- Use personal lines and business insurance data to generate quotes and referrals and activate agents.
- Generate and share data insights with management and agency stakeholders to improve life insurance sales outcomes.
- Use knowledge of life insurance products, marketing campaigns, and services to help agencies understand coverage options and offer appropriate solutions.
- Serve as a contact for district managers, agents, and agency staff on routine matters, coordinating with internal teams to address agency needs.
- Support agencies virtually or in person with data-driven insights and actionable sales recommendations.
- Maintain agency relationships and provide training and ongoing education on products, services, marketing campaigns, and technology.
- Maintain accurate records of agency performance, sales activities, interactions, and competitor data in CRM and other systems.
- Manage funnel entry, activation lists, and pipelines.
- Prepare reports, monitor progress, and keep information current for life insurance sales and analytics teams.
- Assist with onboarding and mentoring new team members by sharing knowledge and training them on tools and processes.
- 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
Mid Level
Education Level
High school or GED
