Sr Life Sales Specialist

FBL Financial Group, Inc. • West Des Moines, IA

6d • Hybrid

About The Position

The Sr. Life Sales Specialist is a Home Office-based employee on Farm Bureau Financial Services’ telephone-based life and annuity sales support team, known as “Just-in-Time.” The specialist serves as a sales resource for agents promoting life insurance, annuities, and other financial products to client/members.

The role involves coaching, training, and motivating agents by phone throughout the life insurance and annuity sales process. The specialist analyzes client data to recommend appropriate life and annuity products, helps agents service existing policies, discusses life insurance and retirement plan options for individuals and business owners, and supports agents in using sales illustration and sales tools software. The specialist also makes targeted outbound connections to agents to identify sales opportunities and grow business. Group presentations may be delivered in person or through webinars, and some overnight travel is required.

Requirements

• A Life/Health insurance license is required.
• Prior insurance sales experience is highly desired.
• Ability to deliver group presentations in person or on webinars.
• Some overnight travel is required.
• Comfort using technology, including Microsoft Office products, email, CRM systems, and insurance product illustration software.
• Excellent people skills and ability to work well with the field force and Home Office personnel.
• 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, or willingness to obtain FINRA registrations within nine months.
• Industry designations such as CLU, ChFC, or CFP are a plus.

Responsibilities

• Coach, train, and motivate agents over the phone on all aspects of the life insurance and annuity sales process.
• Analyze client data and recommend life and annuity product mixes suited to clients’ goals.
• Assist agents with 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 a range of sales situations.
• Support agents in using sales illustration and sales tools software.
• Connect proactively 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 employer 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 schedule working away from the office one day per week after 90 days of employment.
• Onsite wellness facility with fitness classes and programs.
• Onsite daycare center.
• Onsite cafeteria.

What This Job Offers

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