Estate Planner - North Carolina

Southern Farm Bureau Life Insurance Co.; North Carolina; On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health Insurance

Onsite Clinic

Tuition Reimbursement

Promotional Opportunities

Company Events

Pension Plan

Job summary

Southern Farm Bureau Life Insurance is seeking an Estate Planner to support agents in selling life insurance and annuities, with emphasis on estate and business planning. You will provide technical guidance and collaborate with the Advanced Markets and Sales Support teams to deliver tailored client solutions.

The role requires strong sales, relationship-building, and presentation skills, with the ability to train agents, manage inquiries, and stay current on life insurance strategies and

Qualifications

• Bachelor's degree or 5+ years as an agent with a successful track record.
• One designation (FSCP/CLU/ChFC/CFP) or an advanced degree (MBA/JD).
• Two years of life insurance sales experience or similar experience.
• Strong relationship and public speaking abilities.

Responsibilities

• Conduct individual client sales interviews with Farm Bureau agents within territory.
• Train and educate agents on sales, product and technical topics through meetings.
• Serve as the primary resource for agents on life insurance and annuity topics.
• Maintain expertise in advanced life insurance and annuity strategies.
• Build and maintain relationships with agents, district and state managers.
• Report weekly activity and keep calendar up to date.
• Communicate activity and schedule with Home Office and district leadership.

Skills

Public speaking

Relationship building

Sales skills

Communication

Self-motivation

Teamwork

Integrity

Education

Bachelor's degree or 5 yrs experience

Professional designation / advanced degree

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.

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:

• 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.
• Pairing employees with mentors.
• Professional growth and guidance.
• Promotional Opportunities:
• Advancement within the company.
• Life Insurance and Company-Funded Pension:
• Financial security for employees and beneficiaries.
• Paid time off for volunteering.
• Contributing to the community.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.