Estate Planner - North Carolina

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

Job Opportunity: Estate Planner at Southern Farm Bureau Life Insurance

Company Overview:

Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As an Estate Planner, you’ll be an essential part of our Advanced Markets and Sales Support team, contributing to the success of our organization.

Location:

Virginia

Role and Responsibilities:

The Estate Planner will assist the agents in their efforts to sell life insurance and annuity products through joint work and technical support.

Your Responsibilities Will Include

• 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 things life insurance and annuity related.
• Maintain a high level of 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 a strong working relationship with all Farm Bureau agents in territory as well as District Sales Managers, Associate State Sales Director(s) and State Sales Manager.
• Report activity each week as directed and maintain an accurate and up-to-date calendar.
• Communicate activity and schedule with Home Office personnel as directed as well as District Sales Managers, Associate State Sales Director(s) and State Sales Manager.

Qualifications

• Bachelors 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

Employee Benefits:

We value our employees’ well-being and offer a comprehensive benefits package:

• Health Insurance:
  • Comprehensive coverage for employees and their families.
  • Access to an onsite clinic, preventive care, and prescription drugs.
  • Mental health coverage and an Employee Assistance Program.
• Active Lifestyle Rewards Program:
  • Incentives for maintaining an active lifestyle.
  • Rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs:
  • Customized weight management plans.
  • Support for achieving and maintaining a healthy weight.
• Employee Engagement:
  • Opportunities to connect with colleagues.
  • Fun teambuilding activities.
• Annual events for employees and their families
  • Company Picnic, Thanksgiving lunch, Christmas Reception.
  • Family Fun Night
• Onsite Cafe:
  • Convenient access to nutritious meals.
  • Promoting healthy eating habits.
• Learning & Development:
  • Continuous learning opportunities.
  • Tuition reimbursement for further education.
• Mentorship Programs:
  • Pairing employees with mentors.
  • Professional growth and guidance.
• Promotional Opportunities:
  • Advancement within the company.
  • Career growth prospects.
• Life Insurance and Company-Funded Pension:
  • Financial security for employees and beneficiaries.
  • Retirement planning.
• Volunteer Days:
  • Paid time off for volunteering.
  • Contributing to the community.