Southern Farm Bureau Life Insurance Company · 15 hours ago
Estate Planner - Texas
Texas, United States
Full-time
Onsite
Entry, Mid Level
2+ years expSouthern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. As an Estate Planner, you’ll assist agents in selling life insurance and annuity products while providing technical support and training to enhance their sales efforts.
Legal
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
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
Preferred
An emphasis in estate and business planning is preferred
Benefits
Health Insurance: Comprehensive coverage for employees and their families.
Access to an onsite clinic, preventive care, and prescription drugs.
Mental health coverage and an Employee Assistance Program.
Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle.
Rewards for participating in fitness challenges and wellness activities.
Weight Management Programs: Customized weight management plans.
Support for achieving and maintaining a healthy weight.
Employee Engagement: Opportunities to connect with colleagues.
Fun teambuilding activities.
Annual events for employees and their families
Company Picnic, Thanksgiving lunch, Christmas Reception.
Family Fun Night
Onsite Cafe: Convenient access to nutritious meals.
Promoting healthy eating habits.
Learning & Development: Continuous learning opportunities.
Tuition reimbursement for further education.
Mentorship Programs: Pairing employees with mentors.
Professional growth and guidance.
Promotional Opportunities: Advancement within the company.
Career growth prospects.
Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries.
Retirement planning.
Volunteer Days: Paid time off for volunteering.
Contributing to the community.
Company
Southern Farm Bureau Life Insurance Company
Southern Farm Bureau Life Insurance Company is a company that cares about people.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Rick Fielding
SVP Chief Actuary & Risk Officer, retired 8-31-2017
Rick McKissack
Senior Vice President, Chief Technical Officer
Company data provided by crunchbase