Life & Annuity Sales Specialist

Michigan Farm Bureau Family of Companies•Lansing, MI

1d•Hybrid

About The Position

The Life & Annuity Sales Specialist drives life insurance and annuity sales through direct customer engagement and consultative sales practices. The role builds and maintains relationships with prospective and existing customers, identifies financial protection and retirement planning needs, educates customers and agents about available solutions, and recommends suitable products and services. It supports organizational sales and retention objectives through proactive outreach, needs-based selling, exceptional customer service, and collaboration with internal and external business partners. The position manages sales opportunities through prospecting, consultation, application submission, follow-up, and policy placement. Some servicing may be required as needed. It is a hybrid position, working remotely from within Michigan and onsite at the Farm Bureau Center in Lansing, Michigan.

Requirements

Associate's degree in marketing, insurance, business, or a related field, or equivalent experience may be considered.
ALMI and/or ACS designations, or equivalent education may be considered.
Minimum three years of experience in the insurance industry.
Strong computer skills and understanding of software development and quality assurance principles.
Knowledge of various approaches to marketing, customer service, and sales.
Active State of Michigan life insurance license, or ability to obtain it within 35 days of employment.
Annuity Best Interest CE Certification, or ability to obtain it within 60 days of employment.

Nice To Haves

Experience in a sales role; life and annuity sales experience is strongly preferred.
Experience with life insurance and annuity sales, sales concepts, and product understanding.

Responsibilities

Develop and maintain relationships with prospective and existing customers to identify life insurance and annuity sales opportunities.
Conduct needs-based sales conversations to assess customer financial goals, risk tolerance, and protection needs.
Educate customers on life insurance and annuity products, features, benefits, and available options.
Recommend suitable solutions based on customer objectives and applicable suitability requirements.
Manage sales opportunities throughout the sales process, including prospecting, consultation, application submission, follow-up, and policy placement.
Provide servicing as needed.
Support sales and retention objectives through proactive outreach, customer service, and collaboration with internal and external business partners.
Educate customers and agents on available solutions.