Life Insurance Position - State Farm Agent Team Member

Chad Lucas - State Farm Agent

Ottawa (IL)

On-site

USD 40,000 - 50,000

Full time

14 days+
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Benefits offered by this job

401(k) matching
Bonus based on performance
Flexible schedule
Paid time off

Job summary

Chad Lucas - State Farm Agent in Ottawa is seeking a motivated Life & Health Sales Representative to focus on Life Insurance and Financial Services production. You will help individuals and families protect their financial future while identifying additional planning opportunities.

Successful candidates can earn between $80,000 and $120,000+ annually. Your responsibilities will include meeting with customers, generating new policies, and maintaining a disciplined pipeline of opportunities. Previous sales experience and strong communication skills are essential.

Qualifications

  • Sales experience required.
  • Strong communication and relationship-building skills.
  • Self-motivated with strong follow-through.

Responsibilities

  • Meet with customers to review Life/Health Insurance needs.
  • Identify financial assets and uncover opportunities.
  • Maintain a consistent pipeline of Life/Health opportunities.

Skills

Sales experience
Strong communication and relationship-building skills
Self-motivated with strong follow-through
Life & Health license (preferred)
Property & Casualty license (preferred)

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Flexible schedule
  • Paid time off
State Farm Agencies – Ottawa, Minooka, and Streator

We are seeking a motivated Life & Health Sales Representative to join our growing team.

This position focuses primarily on Life Insurance and Financial Services production within an established customer base of a Top 100 out of 19,000+ Agency. Our team generates a steady flow of opportunities, allowing this role to focus on helping individuals and families protect their future while identifying additional financial planning opportunities.

Successful candidates in this role consistently earn $80,000 – $120,000+ annually.

Salary = $40,000-$50,000 Performance Incentives: $40,000 - $80,000

Top performers in this role can exceed the listed earning potential through strong Life/Health production and Financial Services referrals.

You Would Be a Great Fit for This Role If
  • You are comfortable initiating Life Insurance conversations with customers
  • You enjoy helping families protect their financial future
  • You are motivated by performance-based income opportunities
  • You are confident discussing financial protection and long-term planning
  • You are disciplined in follow-up and pipeline managementYou are comfortable identifying financial assets and uncovering opportunities for Investment Planning Services
Primary Responsibilities
Life & Health Production
  • Meet with customers to review Life/Health Insurance needs and protection gaps
  • Present appropriate Life and Health solutions based on customer goals
  • Consistently generate and close new Life/Health Insurance policies
Investment Planning Opportunity Identification
  • Identify financial assets such as savings, retirement accounts, and investment holdings
  • Uncover opportunities for Investment Planning Services
  • Coordinate with licensed Agent when appropriate
Pipeline Management
  • Maintain a consistent pipeline of Life/Health opportunities
  • Track follow-ups and activity in agency systems
  • Maintain disciplined follow-up with prospects and clients
Qualifications
  • Sales experience required
  • Strong communication and relationship-building skills
  • Self-motivated with strong follow-through
  • Life & Health license preferred or willingness to obtain
  • Property & Casualty preferred or willingness to obtain
Expectations for Success
  • Consistent Life/Health Insurance production
  • Strong pipeline of Life/Health opportunities
  • Identification of Investment Planning opportunities
  • Regular financial protection conversations with customers
Important Expectation

This role requires comfort discussing financial protection with customers and consistently initiating Life Insurance conversations, even when the topic was not the reason for the original interaction.

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