Farm Bureau Financial Services · 1 month ago
Life Sales Consultant - Just In Time Team
West Des Moines, IA, US
Full-time
Hybrid
Senior Level
5+ years expFarm Bureau Financial Services is dedicated to making insurance simple for its clients. The Life Sales Consultant will provide valuable sales support to agents promoting life, annuity, and investment products, helping them meet and exceed sales goals while offering training and coaching.
Financial ServicesInsuranceLife InsuranceWealth Management
No H1B
U.S. Citizen Only
Responsibilities
You will be relied upon as a valuable sales resource for our agents as they promote life, annuity and other financial services products as solutions for our client/members
Coach, train, and motivate agents over the phone, virtually or in person in all aspects of the Financial Services sales process
Have a high level of Financial Services product knowledge, including life insurance, annuities, and wealth management industry knowledge
Be able to provide agents with the following kinds of sales support:
Uncover new sales opportunities
Cross sell clients from one product line to another
Gather and analyze client data to recommend the best Financial Services product mix to help the client achieve their goals
Be familiar with various ways to illustrate life and annuity products for optimal results
Assist agents servicing existing policies for modifications to existing coverages or new solutions
Discuss life insurance and retirement plan options for individuals and business owners
Be able to confidently discuss and explain to our agents the taxation aspects of insurance products including estate planning considerations
Maximize an agent’s participation in current sales contests and promotions
Possess excellent verbal and written communication skills to increase agent product knowledge and understanding of our financial products
Be proficient in the development of sales education and training presentations, along with being able to deliver presentations in person or on webinars
Qualification
Required
Life/Health insurance license required
College degree or equivalent plus 5 years of sales related experience
Must be comfortable with using technology: Microsoft office products, E-Mail, CRM systems, insurance product illustration software, financial planning software, etc
Excellent people skills with the ability to develop working relationships with our agents in the field as well as home office employees
Preferred
FINRA Series 6 and 63 registrations preferred
If not currently Series 26 registered, the applicant would be expected to obtain that registration within the first year of employment
Industry designations such as CLU, ChFC, and CFP are preferred
Specialized tax and estate and business succession planning knowledge & experience are highly desired
Benefits
Enhanced 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 away from the office schedule
Company
Farm Bureau Financial Services
Farm Bureau is a insurance company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ron Mead, CPCU, LLIF, MBA
Chief Operating Officer
Becky Elming
Talent Acquisition Partner
Company data provided by crunchbase