Sr Life Sales Specialist

FBL Financial Group, Inc.; West Des Moines (IA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401K match

Health/dental/vision benefits

Life and disability insurance options

Paid time off and holidays

Hybrid work after 90 days

Wellness facility and on-site services

Job summary

Farm Bureau Financial Services is seeking a Sr. Life Sales Specialist for our Just-in-Time, telephone-based life and annuity sales support team. The role focuses on coaching agents, analyzing client data, and promoting insurance solutions to member clients.

Based in a home-office setting with a hybrid schedule after 90 days, the position requires life/health licensing and strong communication skills to drive growth across agents and client portfolios.

Qualifications

• Life/Health license required or willingness to obtain within 9 months.
• Industry designations (CLU, ChFC, CFP) are a plus.
• Prior insurance sales experience is highly desired.
• Able to deliver group presentations in person or on webinars.
• Some overnight travel will be required.
• Comfort with Microsoft Office, email, CRM systems, and illustration software.

Responsibilities

• Be the go-to sales resource for agents promoting life, annuity, and other financial products as solutions for client/members.
• Coach, train, and motivate agents over the phone in the sales process.
• Analyze client data to recommend optimal life and annuity product mixes.
• Assist agents in servicing existing policies.
• Discuss life insurance and retirement plan options for individuals and business owners.
• Discuss applying life, annuity, and other financial solutions in various sales scenarios.
• Support agents in utilizing sales illustration and tools software.
• Proactively reach out to agents through outbound campaigns to uncover opportunities and drive growth.

Skills

Insurance sales

Presentation skills

CRM experience

Customer service

Phone sales

Education

Licensing: Life/Health insurance

FINRA Series 6/63/26 preferred

Tools

CRM systems

Microsoft Office

Insurance illustration software

Job description

Sr. Life Sales Specialist- (Internal Sales Support)

Are you a Sales minded individual with experience in life insurance and annuity sales?Do you thrive on sharing your expertise and helping others achieve greater success? If so, Farm Bureau Financial Services, Sales Support Team might just have the right opportunity for you!

Who We Are: At Farm Bureau Financial Services, we make insurance simple. Our client/members can feel confident knowing their family, home, cars, and other property are protected.

We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take. We are proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

What You Will Do:

• This Home Office-based employee position is part of our telephone based, life and annuity sales support team, known as “Just-in-Time”.
• You will be relied upon as a valuable sales resource for our agents as they promote life, annuity, and other financial products as solutions for our client/members.
• You’ll coach, train, and motivate agents over the phone in all aspects of the life insurance and annuity sales process.
• Provide agents with the following kinds of sales support:

• Analyze client data to recommend the best life and annuity product mix to help the client achieve their goals.
• Assist agents in servicing existing policies.
• Discuss life insurance and retirement plan options for individuals and business owners.
• Be able to confidently discuss applying life, annuity, and other financial product solutions in various sales situations.
• Support our agents in utilizing our sales illustration and sales tools software.
• Proactively connect with agents through targeted outbound campaigns to uncover sales opportunities and drive business growth.

What It Takes to Join Our Team:

• Life/Health insurance license required. FINRA Series 6, 63, and 26 registrations preferred. Or be willing to obtain FINRA registrations within 9 months.
• Industry designations such as CLU, ChFC, and CFP are a plus.
• Prior insurance sales experience, highly desired.
• Be able to deliver group presentations in person or on webinars.
• Some overnight travel will be required.
• Must be comfortable with using technology: Microsoft office products, E-Mail, CRM systems, insurance product illustration software, etc.
• Excellent people skills with the ability to work well with the field force and home office personnel

What We Offer You:

• 401K with a match
• low-cost health, dental, and vision benefits
• life and disability insurance options
• paid time off, including holidays and volunteer time
• hybrid work schedule after 90 days
• onsite wellness facility with fitness classes and programs, a daycare center, and a cafeteria

Farm Bureau…. where the grass really IS greener!

Work Authorization/Sponsorship:

At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.