Inside Life Sales Specialist - California

Farmers Group Inc.; California; Hybrid; USD 81.000 - 138.000; Vollzeit

Benefits dieser Stelle

401(k)

Medical

Vision

HSA/FSAs

Bonus Opportunity

Zusammenfassung

Farmers Group Inc. seeks a data-driven professional to grow life insurance sales by analyzing agency performance and delivering actionable insights to district managers, agents, and staff.

This role focuses on driving premium and profit objectives for an assigned territory while serving as a liaison across internal teams. You will activate agents using data, generate quotes and referrals, and support onboarding and training to strengthen relationships and improve outcomes.

Qualifikationen

• 3+ years of experience in sales, account management, or agency operations within insurance.
• Strong verbal and written communication skills.
• Excellent interpersonal and relationship-building abilities.
• Analytical mindset with ability to interpret data insights.
• Solid knowledge of life insurance products and company offerings.
• Proficiency with Microsoft Office and CRM tools.

Aufgaben

• Analyze agency activity to identify trends, gaps, and growth opportunities.
• Activate agents by using data to generate quotes and referrals.
• Provide data-driven insights to management and agency stakeholders.
• Maintain agency relationships and deliver training on products and tools.
• Support onboarding and ongoing development within the team.

Kenntnisse

Verbal communication

Listening skills

Written communication

Interpersonal skills

Analytical skills

Product knowledge

Life insurance products

Technical aptitude

Microsoft Office

CRM systems

Adaptability

Ausbildung

High School Diploma

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Jobbeschreibung

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We are Farmers – where ambition meets opportunity.

At Farmers, we’re not just known for unforgettable jingle – we’re a team with a passion for purpose and making a real difference in people’s lives. We deliver peace of mind when it matters most. Our results‑driven, high‑performance culture thrives on creativity, accountability and bold solutions. Here, growth isn’t just a goal – it’s a way of life for both the organization and every individual on our team. We tackle challenges head‑on, learn from every experience and measure our impact on the customers who trust us.

Join an award‑winning, equal opportunity employer, where you’ll find more than a job – you’ll find a supportive community. Enjoy competitive benefits, take part in meaningful volunteer projects, and help shape the future alongside talented colleagues across all backgrounds. At Farmers, helping others is at the heart of what we do.

Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.

Job Summary

This position supports the growth of life insurance sales by leveraging data to make recommendations to agents that drive premium and profit objectives for an assigned territory. The position serves as a contact for district managers, agents and agency staff to strengthen relationships and promote life insurance products and the companys value proposition. This position is an individual contributor and performs work while receiving a moderate level of guidance and direction.

Essential Job Functions

• Supports life insurance sales by conducting in‑depth analysis of agency activity and premium under management within assigned agencies to identify trends, performance gaps, and growth opportunities.
• Activates agents by using personal lines and business insurance data to generate quotes and referrals.
• Generates data insights and shares findings with management and agency stakeholders to support optimization of life insurance sales outcomes.
• Demonstrates working knowledge of life insurance products, marketing campaigns and services to assist agencies in understanding coverage options and providing appropriate life insurance solutions.
• Acts as a contact for district managers, agents and agency staff on routine matters, coordinating with internal teams to address agency needs and ensure smooth operations.
• Supports agencies virtually or in‑person to provide data‑driven insights and actionable recommendations that support sales outcomes.
• Maintains agency relationships and provides training and ongoing education on products, services, marketing campaigns and technology.
• Maintains accurate records of agency performance, sales activities, interactions, and competitor data in CRM and other systems.
• Manages funnel entry, activation lists, and pipelines.
• Prepares reports, monitors progress, and ensures up‑to‑date information is available for use by life insurance sales and analytics teams.
• Assists with onboarding and mentoring new team members by sharing knowledge, providing training on tools and processes, and supporting professional development to enhance team capabilities.
• Performs other duties as assigned.

Education Requirements

• High School Diploma or equivalent required. Bachelors degree preferred.
• Valid life insurance license required. Other preferred designations include Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), or FINRA 6,63 licenses.

Experience Requirements

• 3+ years of experience required in sales, account management, or agency operations preferably within the insurance industry.

Additional Qualification

• Strong verbal communication and listening skills.
• Demonstrated written communication skills.
• Effective interpersonal skills.
• Demonstrated analytical skills.
• Possesses strong product knowledge.
• Working knowledge of life insurance products and services and solid understanding of company product offerings.
• Possesses strong technical aptitude.
• Proficient in Microsoft Office suite.
• Competent in CRM and similar systems.
• Able to adapt quickly to new technology.
• Farmers offers a competitive salary commensurate with experience, qualifications and location.
  o CA Only: $81,375 - $137,940
• Bonus Opportunity (based on Company and Individual Performance)
• 401(k)
• Medical
• Vision
• Health Savings and Flexible Spending Accounts

Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.

Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.