Position Overview: We are seeking a motivated and relationship-driven Life and Health Specialist to join our growing team. This role is focused on helping individuals and families protect what matters most through personalized life and health insurance solutions.
You will play a key role in our agency’s mission by conducting meaningful needs-based conversations, educating clients, and providing customized coverage recommendations that align with their financial goals.
Key Responsibilities:
Conduct life insurance and health insurance consultations with new and existing clients
Present personalized solutions including term life, whole life, disability, health insurance, and Medicare supplements
Utilize our “American Dream” and life review process to guide client conversations
Identify coverage gaps and recommend appropriate protection strategies
Follow up on leads, referrals, and existing client opportunities
Maintain a consistent pipeline of appointments and applications
Collaborate with the sales and service team to support cross-selling opportunities
Ensure all applications are completed accurately and submitted in a timely manner
Provide exceptional client service and build long-term relationships
Production Expectations:
Maintain a steady pipeline of life review appointments weekly
Participate in agency marketing and outreach efforts when needed
Qualifications:
Active Life/Health Insurance License (required)
1-3 years of experience in insurance, financial services, or sales preferred
Strong communication and relationship-building skills
Ability to confidently lead client conversations and ask discovery questions
Self-motivated with a goal-oriented mindset
Organized with strong follow-through skills
Compensation and Benefits:
Competitive base salary + commission structure
Bonus opportunities tied to life and health production
Group Health Benefits, Life, STDI, LTDI, Dental, Vision
SIMPLE IRA with employer match (after eligibility period)
Earned Time Off (ETO)
Ongoing training and professional development
Why Join Our Agency?
Established, high-performing State Farm agency with 26+ years in the community
Strong referral network
Proven systems for life insurance conversations and client engagement
Supportive team culture focused on growth, accountability, and success
Opportunity to make a real impact in clients’ lives
Our Ideal Candidate is someone who:
Truly cares about helping families protect their future
Enjoys having meaningful financial conversations
Thrives in a structured, goal-driven environment
Wants to grow both personally and professionally
Numbers & Facts
Location
Anthem, AZ
Job Type
Full-time
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Skills
Communication Skillsunmatched
Cross-Sellingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Disability Insuranceunmatched
Financial Servicesunmatched
Follow Throughunmatched
Health Insuranceunmatched
Health Planunmatched
Insuranceunmatched
Leadershipunmatched
Life Insuranceunmatched
Marketingunmatched
Medicareunmatched
Organizational Skillsunmatched
Salesunmatched
Sales Pipelineunmatched
Sales Supportunmatched
Time Managementunmatched
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