Sr Life Sales Specialist

Farm Bureau Financial Services • West Des Moines, IA

5d • Hybrid

About The Position

Farm Bureau Financial Services is hiring a Sr. Life Sales Specialist for its telephone-based life and annuity sales support team, known as “Just-in-Time.” This Home Office-based employee supports agents as they promote life, annuity, and other financial products to client/members. The specialist coaches, trains, and motivates agents by phone throughout the life insurance and annuity sales process, analyzes client information to recommend suitable product mixes, assists with servicing existing policies, and helps agents use sales illustration and sales tools software. The role also includes discussing life insurance and retirement plan options with individuals and business owners, applying financial product solutions in varied sales situations, and making targeted outbound calls to identify sales opportunities and grow business. The position requires occasional overnight travel and the ability to deliver group presentations in person or via webinars. Hybrid work away from the office may be considered one day per week after 90 days of employment.

Requirements

• Life/Health insurance license required.
• Prior insurance sales experience is highly desired.
• Ability to deliver group presentations in person or on webinars.
• Comfort using technology, including Microsoft Office products, email, CRM systems, and insurance product illustration software.
• Excellent people skills and ability to work well with field force and home office personnel.
• Willingness to obtain FINRA registrations within nine months if not already registered.
• Some overnight travel is required.
• Applicants must be currently authorized to work in the United States on a full-time, permanent basis; the employer is not considering candidates who need immigration sponsorship now or in the future.

Nice To Haves

• FINRA Series 6, 63, and 26 registrations are preferred.
• Industry designations such as CLU, ChFC, and CFP are a plus.

Responsibilities

• Coach, train, and motivate agents over the phone in all aspects of the life insurance and annuity sales process.
• Analyze client data and recommend life and annuity product mixes to help clients achieve their goals.
• Assist agents in servicing existing policies.
• Discuss life insurance and retirement plan options for individuals and business owners.
• Help agents apply life, annuity, and other financial product solutions in various sales situations.
• Support agents in using sales illustration and sales tools software.
• Proactively connect with agents through targeted outbound campaigns to uncover sales opportunities and drive business growth.
• Deliver group presentations in person or on webinars.

Benefits

• 401(k) with a company match.
• Low-cost health, dental, and vision benefits.
• Life and disability insurance options.
• Paid time off, including holidays and volunteer time.
• Consideration for a hybrid work-away-from-the-office schedule of one day per week after 90 days of employment.
• Onsite wellness facility with fitness classes and programs.
• Daycare center.
• Cafeteria.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed