Farm Bureau Financial Services
Life Sales Consultant - Just In Time Team
Farm Bureau Financial Services, West Des Moines, Iowa, United States, 50265
Life Sales Consultant – Just In Time Team
Are you a Sales minded individual with experience in life, annuity, and investment sales? Do you have a passion forconsulting with field agents and employees to proactively drive sales? Do you enjoy helping others sharing your knowledge and expertise?If so, Farm Bureau Financial Services, Just-in-Time Sales Support Team might just have the right opportunity for you! We are hiring for our West Des Moines, IA, office; however, we're open to select candidates in neighboring states to work remotely.
Who We Are At Farm Bureau Financial Services, we make insurance simple so 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’re 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.
This employee position is part of our telephone based, internal life and annuity sales support team.
What You’ll Do As part of our internal sales support team, you will be looked upon as a valuable sales resource for our agents as they promote insurance and investment products to our client members. Helping our agents meet and exceed their sales goals is your #1 priority.
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.
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.
What It Takes to Join Our Team
Life/Health insurance license required. 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.
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.
What We Offer You When you are on our team, you get more than a great paycheck. You’ll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time. A hybrid work away from the office schedule is an option.
If your values align with ours, we invite you to join Farm Bureau Financial Services…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.
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Who We Are At Farm Bureau Financial Services, we make insurance simple so 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’re 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.
This employee position is part of our telephone based, internal life and annuity sales support team.
What You’ll Do As part of our internal sales support team, you will be looked upon as a valuable sales resource for our agents as they promote insurance and investment products to our client members. Helping our agents meet and exceed their sales goals is your #1 priority.
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.
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.
What It Takes to Join Our Team
Life/Health insurance license required. 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.
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.
What We Offer You When you are on our team, you get more than a great paycheck. You’ll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time. A hybrid work away from the office schedule is an option.
If your values align with ours, we invite you to join Farm Bureau Financial Services…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.
#J-18808-Ljbffr