Estate Planner - Advanced Life Insurance & Estate Strategy

Southern Farm Bureau Life Insurance Co.; Virginia; Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Onsite clinic access

Mental health coverage & EAP

Tuition reimbursement for further edu

Promotional opportunities

Descripción de la vacante

Southern Farm Bureau Life Insurance Co. is seeking an Estate Planner to support agents in Kentucky and surrounding territory by providing expert guidance on life insurance and annuity products.

You will conduct client interviews, train agents at various levels, and serve as the primary technical resource for estate and business planning. You will maintain up-to-date knowledge of advanced life insurance strategies, collaborate with district managers and executives, and document weekly activities

Formación

• Bachelor's degree or 5 year experience as an agent with successful track record of qualifying for incentive trips.
• One industry/professional designations (i.e. FSCP, CLU, ChFC, CFP) or an advanced degree (i.e. MBA, J.D.)
• Two years of life insurance sales experience (an emphasis in estate and business planning is preferred) or two years of comparable experience.
• Good relationship skills
• Good public speaking skills
• Self-starter motivated
• Good sales skills
• Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
• Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development

Responsabilidades

• Conduct client sales interviews with Farm Bureau agents within territory.
• Train and educate Farm Bureau agents on sales, product and technical topics.
• Serve as the primary resource for agents on life insurance and annuity topics.
• Maintain expertise in advanced life insurance and annuity sales and strategies.
• Build strong working relationships with agents and district/state managers.
• Report activity weekly and maintain a calendar; coordinate with Home Office and managers.

Conocimientos

Relationship skills

Public speaking

Sales skills

Teamwork

Accountability

Communication skills

Educación

Bachelor's degree

Professional designation or advanced degree

Descripción del empleo

Southern Farm Bureau Life Insurance Co. is seeking an Estate Planner to support agents in Kentucky and surrounding territory by providing expert guidance on life insurance and annuity products.

You will conduct client interviews, train agents at various levels, and serve as the primary technical resource for estate and business planning. You will maintain up-to-date knowledge of advanced life insurance strategies, collaborate with district managers and executives, and document weekly activities