Life Insurance Specialist

Daniel Lauger - State Farm Insurance Agent - GA, FL & SC; Milton (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Daniel Lauger – State Farm Insurance Agent in Milton, GA is seeking a Life Insurance Specialist to advise clients on protection needs and present tailored life policies. Based on a full-time on-site role, you will engage with individuals and families across Georgia, Florida, and South Carolina.

You will conduct needs analyses, prepare quotes, explain options, assist with applications, and maintain records while collaborating with the team to meet sales and service goals.

Qualifications

• Proven ability to sell insurance ethically and meet targets.
• Strong customer service and relationship-building skills.
• Familiarity with life insurance products and planning concepts.

Responsibilities

• Conduct needs analyses to understand client protection needs.
• Prepare and present life insurance quotes to prospects.
• Explain coverage options and assist with applications and policy changes.
• Follow up on leads and maintain accurate agency records.
• Collaborate with team to achieve sales and service goals.
• Support cross-selling opportunities across lines of insurance.

Skills

Insurance sales

Customer service

Communication

Teamwork

Education

Life insurance license

Tools

CRM software

Job description

Company Description

Daniel Lauger – State Farm Insurance Agent serves individuals and families across Georgia, Florida, and South Carolina, with a primary office located in Milton, GA. The agency offers life, home, auto, and other insurance products, focusing on personalized coverage and responsive service. Customers can request free, customized insurance quotes tailored to their needs and budgets. As part of the broader State Farm network, the agency combines local community knowledge with the resources of a leading national insurance provider.

Role Description

The Life Insurance Specialist is a full-time, on-site role based in Milton, GA. This role is responsible for consulting with prospective and existing customers to understand their financial protection needs and recommend appropriate life insurance products. Day-to-day tasks include conducting needs analyses, preparing and presenting quotes, explaining coverage options, and assisting customers with applications and policy changes. The specialist will follow up on leads, maintain accurate records in agency systems, and collaborate with the team to meet sales and service goals. The role also involves supporting cross-selling opportunities for other lines of insurance and ensuring a professional, compliant customer experience.

Qualifications

• Demonstrated proficiency in Insurance Sales and Sales, with the ability to meet targets ethically and consistently.


• Strong Customer Service skills, including active listening, clear communication, and relationship building.


• Foundational knowledge of Insurance products, with a focus on life insurance and related coverage options.


• Basic understanding of Finance to discuss beneficiaries, income replacement, and long‑term planning with customers.


• State insurance license (or eligibility to obtain one promptly) and familiarity with regulatory requirements.


• Comfort working in an office environment, using CRM or agency management software and standard office tools.


• Ability to work collaboratively within a small team, adapt to changing priorities, and manage multiple customer inquiries.


• Prior experience in insurance, financial services, or consultative sales is preferred but not required.