Estate Planner: Advanced Markets & Life Insurance

Southern Farm Bureau Life Insurance Company; North Carolina; On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health Insurance

Annual events for employees and their

Onsite Cafe

Tuition reimbursement

Mentorship Programs

Life Insurance and Company-Funded Pens

Volunteer Days

Job summary

Southern Farm Bureau Life Insurance Company seeks an Estate Planner to support Advanced Markets and Sales Support, focusing on estate and retirement planning and business continuation strategies. The role includes client interviews, territory training, and serving as the primary resource for life insurance and annuities.

You will build strong relationships with Farm Bureau agents and district leaders, maintaining active calendars and coordinating with Home Office staff to ensure aligned sales

Qualifications

• Bachelor's degree or 5 years experience as an agent with a successful track record of qualifying for incentive trips.
• One industry designation (FSCP, CLU, ChFC, CFP) or an advanced degree (MBA, J.D.).
• Two years of life insurance sales experience (estate and business planning preferred) or two years of comparable experience.
• Good relationship skills.
• Good public speaking skills.
• Self-starter motivated and good sales skills.
• Ability to work with others respectfully and as part of a team.
• Accountability for results, service, and initiative.

Responsibilities

• Conduct individual client sales interviews with Farm Bureau agents within territory.
• Train and educate Farm Bureau agents in territory on sales, product and technical topics through agency, district and statewide meetings.
• Serve as the primary resource for Farm Bureau agents in territory for all life insurance and annuity related matters.
• Maintain expertise in advanced life insurance and annuity sales and strategies related to basic needs, estate planning, retirement planning and business continuation planning.
• Build and maintain relationships with agents and District Sales Managers, Associate State Sales Directors and State Sales Manager.
• Report activity weekly and maintain an up-to-date calendar.
• Coordinate communication with Home Office personnel and district leadership.

Skills

Relationship skills

Public speaking

Sales skills

Self-starter

Teamwork

Accountability

Education

Bachelor's degree

Industry designation (FSCP/CLU/ChFC/CFP)

Advanced degree (MBA/J.D.)

Job description

Southern Farm Bureau Life Insurance Company seeks an Estate Planner to support Advanced Markets and Sales Support, focusing on estate and retirement planning and business continuation strategies. The role includes client interviews, territory training, and serving as the primary resource for life insurance and annuities.

You will build strong relationships with Farm Bureau agents and district leaders, maintaining active calendars and coordinating with Home Office staff to ensure aligned sales