Life Sales Consultant – Internal Sales Support
March 1, 2023 by Farm Bureau Financial Services
About the job
Life Sales Consultant – (Internal Sales Support)
Are you a Sales minded individual with experience in life, annuity, and investment sales? Do you have a passion for consulting with field agents and employees to proactively drive sales? Do you get your kicks helping others benefit from your knowledge and expertise? If so, Farm Bureau Financial Services, Just-in-Time Sales Support Team might just have the right opportunity for you! We are hiring for our West Des Moines, IA, office; however, we’re very open to a candidate in Kansas or Nebraska as well.
Who We Are: At Farm Bureau Financial Services, we make insurance simple so our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We’re proud of our more than 75-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
This employee position is part of our telephone based, internal life and annuity sales support team.
What You’ll Do:
- You will be relied upon as a valuable sales resource for our agents as they promote life, annuity and other financial products as solutions for our client/members.
- Have a high level of insurance and investment industry knowledge and expertise in fixed and indexed life and annuities as well as other financial products.
- Be able to coach, train, and motivate agents over the phone in all aspects of the life insurance and investment sales process.
- Be able to provide agents with the following kinds of sales support:
o Uncover new sales opportunities.
o Cross sell clients from one product line to another
o Analyze client data to recommend the best life and annuity product mix to help the client achieve their goals
o Be familiar with different ways to illustrate life and annuity products for optimal results
o Service existing policies
o Discuss life insurance and retirement plan options for individuals and business owners
o Be able to confidently discuss taxation aspects of insurance products and estate planning considerations and explain them to our agents.
- Possess excellent verbal and written communication skills to increase agent product knowledge and understanding of our financial products.
- Be able to create the content for sales training presentations in PowerPoint and be able deliver those presentations in person or on webinars.
What It Takes to Join Our Team:
- Life/Health insurance license required. FINRA Series 6 and 63 registrations preferred. If not currently Series -26 registered, the applicant would be expected to obtain that registration within the first year of employment.
- Industry designations such as CLU, ChFC, and CFP are preferred.
- Specialized tax and estate and business succession planning knowledge & experience are highly desired.
- College degree or equivalent plus 5 years of sales related experience.
- Must be comfortable with using technology: Microsoft office products, E-Mail, CRM systems, insurance product illustration software, financial planning software, etc.
- Excellent people skills with the ability to work well with the field force and home office personnel
What We Offer You: When you are on our team, you get more than a great paycheck. You’ll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time. A hybrid work away from the office schedule is an option.
If your values align with ours, we invite you to join Farm Bureau Financial Services…where the grass really IS greener!
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.
