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Southern Farm Bureau Life Insurance Company · 2 hours ago

Estate Planner - Virginia

Virginia, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. As an Estate Planner, you will assist agents in selling life insurance and annuity products, providing technical support and training to enhance their sales capabilities.

Legal

Growth Opportunities

Responsibilities

Conduct individual client sales interviews with Farm Bureau agents within territory

Train and educate Farm Bureau agents in territory on sales, product and technical topics through agency, district and statewide meetings

Serve as the primary resource for Farm Bureau agents in territory for all things life insurance and annuity related

Maintain a high level of expertise in advanced life insurance and annuity sales and strategies related to basic needs, estate planning, retirement planning and business continuation planning

Build and maintain a strong working relationship with all Farm Bureau agents in territory as well as District Sales Managers, Associate State Sales Director(s) and State Sales Manager

Report activity each week as directed and maintain an accurate and up-to-date calendar

Communicate activity and schedule with Home Office personnel as directed as well as District Sales Managers, Associate State Sales Director(s) and State Sales Manager

Qualification

Life insurance salesEstate planningBusiness planningProfessional designationsPublic speakingRelationship skillsSales skillsTeamworkIntegrityCommunication skills

Required

Bachelors degree or 5 year experience as an agent with successful track record of qualifying for incentive trips

One industry/professional designations (i.e. FSCP, CLU, ChFC, CFP) or an advanced degree (i.e. MBA, J.D.)

Two years of life insurance sales experience

Good relationship skills

Good public speaking skills

Self-starter motivated

Good sales skills

Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills

Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork

Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative

Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development