Life Insurance Specialist

StaffMyAgency; Catalina (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive commission

Performance bonus potential

Paid time off

Job summary

Aaron Franco - State Farm Agency in Catalina, AZ seeks a full-time Life Insurance Specialist to match clients with the right life insurance products and help secure their family’s legacy. The role emphasizes proactive client outreach, relationship building, and ongoing financial guidance to protect future goals.

Ideal candidates hold a Life & Health license, with insurance industry experience and a proven track record of meeting sales targets.

Qualifications

• Life & Health license required.
• Insurance experience preferred.
• Proven track record of meeting sales goals and quotas.
• Excellent communication skills: written and verbal.
• Must be awesome at opening doors and getting appointments.

Responsibilities

• Proactively acquire new clients and deepen relationships through outreach, appointments, and networking.
• Advise customers on financial options and services.
• Conduct periodic reviews of accounts to explain activity and new offerings.
• Maintain deep knowledge of State Farm financial services and products.
• Develop a pipeline of internal/external referral sources in compliance with policies.
• Monitor accounts for accurate processing and address discrepancies.
• Track and report performance of sales plans and strategies.
• Participate in development and implementation of new/enhanced processes.
• Base salary plus a competitive commission program with bonus potential.
• Paid time off for personal time and holidays.
• Great preparation if aspiring to be a State Farm agent in the future.

Skills

Sales skills

Communication skills

Networking

Ethical behavior

Opening doors

Job description

Aaron Franco - State Farm Agency, located in Catalina, AZ has an immediate opening for a full-time Life Insurance Specialist. Ideal candidate will be a life insurance expert. Someone who has a passion for helping customers identify their financial goals and objectives, then matching the appropriate Life Insurance products to those needs in order to protect the family’s legacy.

The Life Insurance Specialist would act as a catalyst for the promotion and growth of State Farm products and services and extend those relationships. The Life Insurance Specialist has the ability to offer the appropriate mixture(s) of insurance products and services to achieve the client’s financial goals.

Responsibilities include but not limited to:

• Proactively acquire new clients and deepen existing relationships, through outreach, pre-planned appointments, prospect calling, networking, and leveraging existing participation business
• Advise customers on various aspects of recommended and available financial options and services
• Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of existing and new offerings
• Maintain deep knowledge and understanding of State Farm financial services and products
• Develop a pipeline of internal/external referral sources in compliance with State Farm policies and procedures and guidelines
• Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions
• Monitor, track, and report performance of individual sales plans and assigned strategies
• Participate in development and implementation of new/enhanced processes and financial planning
• Performs other duties as assigned or appropriate
• Base Salary plus a competitive commission program.
• Great bonus potential if you are a top performer
• Paid time off - for personal time and holidays.
• Outstanding preparation if you aspire to be a State Farm agent in the future.

Requirements:

• Life & Health license
• Insurance experience is preferred
• Demonstrated successful track record of meeting sales goals and quotas required.
• Enthusiasm and belief about the role insurance and financial products play in people’s lives.
• Proven track record of trustworthiness, dependability and ethical behavior.
• Excellent communication skills: written, verbal and listening.
• Must be awesome at opening doors and getting appointments.