Estate Planning & Sales Support Specialist

Southern Farm Bureau Life Insurance Co.; Northern (KY); Hybrid; 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

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