Life & Annuity Sales Specialist

Michigan Farm Bureau; Lansing (MI); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Benefits package (medical, dental, 401

Job summary

Michigan Farm Bureau in Lansing, MI is seeking a Life & Annuity Sales Specialist to drive insurance and retirement product sales through consultative engagements. You will educate customers and agents, assess needs, and recommend suitable solutions while managing opportunities end-to-end.

The role is hybrid, with remote work from Michigan and on-site work at the Lansing center. A relevant degree and MI license plus ALMI/ACS CE certifications are required or soon obtained.

Qualifications

• Associate's degree in marketing, insurance, business, or related field.
• ALMI and/or ACS designations required, or equivalent education.
• Minimum three years' experience in insurance industry.
• Active State of Michigan life license required, or must be obtained within 35 days.
• Annuity Best Interest CE Certification required or must be obtained within 60 days.
• Strong computer skills and understanding of sales, marketing and customer service.
• Knowledge of various approaches to marketing, customer service, and sales.

Responsibilities

• Drive life insurance and annuity sales through direct customer engagement and consultative sales practices.
• Build and maintain relationships with prospective and existing customers, educating on solutions.
• Conduct needs-based sales conversations to assess goals, risk, and protection needs.
• Educate customers and agents on product features, benefits, and options.
• Manage sales opportunities from prospecting to policy placement and servicing as needed.

Skills

Sales experience

Customer service

Life insurance knowledge

Annuities knowledge

Strong computer skills

Education

Associate's degree in marketing, insurance, business, or related field

ALMI designation

ACS designation

Life insurance license (MI)

Annuity Best Interest CE Certification

Tools

CRM software

QA principles

Job description

Life & Annuity Sales Specialist

To drive life insurance and annuity sales through direct customer engagement and consultative sales practices. Build and maintain relationships with prospective and existing customers by identifying financial protection and retirement planning needs, educating customers and agents on available solutions, and recommending suitable products and services. Support organizational sales and retention objectives through proactive outreach, needs-based selling, exceptional customer service, and collaboration with internal and external business partners.

Develop and maintain relationships with prospective and existing customers to identify life insurance and annuity sales opportunities.

Conduct needs-based sales conversations to assess customer financial goals, risk tolerance, and protection needs.

Educate customers on life insurance and annuity products, features, benefits, and available options.

Recommend suitable solutions based on customer objectives and applicable suitability requirements.

Manage sales opportunities throughout the sales process, including prospecting, consultation, application submission, follow-up, and policy placement. Some servicing may be required as needed.

Required

• Associate's degree in marketing, insurance, business, or related field required, or equivalent experience may be considered.
• ALMI and/or ACS designations required, or equivalent education may be considered.
• Minimum three years' experience in insurance industry required.
• Strong computer skills and understanding of software development and quality assurance principals required.
• Knowledge of various approaches to the marketing, customer service, and sales.
• Active State of Michigan insurance license in Life required, or must be obtained within 35-days of employment.
• Annuity Best Interest CE Certification required or must be obtained within 60-days of employment.

Preferred

• Experience in a sales role required, Life/Annuity Sales strongly preferred.
• Experience with life insurance and annuities sales, sales concepts, and product understanding preferred.

Note:

• This is a Hybrid position working both Remotely from the State of Michigan, and On-site at the Farm Bureau Center located in Lansing, Michigan.
• Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
• PM19

Equal employment opportunity, including veterans and individuals with disabilities.

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