Life Insurance Sales Specialist

Zachary Perez Farmers Insurance
  • Okauchee, WI
  • $65,000–$85,000 Per Year
  • Quick Apply
30+ days ago

Job Description

Are you passionate about helping individuals and families protect what matters most? We're looking for a motivated, relationship-driven Life Insurance Specialist to join our Farmers Insurance agency team. In this role, you'll educate clients on life insurance solutions, identify coverage needs, and help provide financial security through personalized protection strategies.


This is an excellent opportunity for someone with strong sales and customer service skills who enjoys building long-term relationships while making a meaningful impact in people's lives.

Salary Range: $65000.00 - $85000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Tuition Reimbursement

Career Growth Opportunities


Responsibilities

  • Educate clients on the importance and value of life insurance.
  • Conduct needs-based conversations to recommend appropriate life insurance solutions.
  • Generate new business through referrals, networking, marketing campaigns, and prospecting.
  • Cross-sell life insurance opportunities to existing property and casualty clients.
  • Build and maintain lasting relationships with clients through exceptional service.
  • Follow up on leads promptly and consistently.
  • Meet or exceed individual sales goals and performance metrics.
  • Maintain accurate client records and sales activity within agency systems.
  • Stay current on Farmers products, underwriting guidelines, and industry trends.
  • Collaborate with agency team members to identify additional client opportunities.

Requirements
  • Active Life & Health Insurance License (or willingness to obtain before employment).
  • Strong communication and interpersonal skills.
  • Self-motivated with a results-driven mindset.
  • Ability to build trust and establish long-term client relationships.
  • Excellent organizational and time management skills.
  • Comfortable using CRM systems and technology.
  • High school diploma or equivalent.

Numbers & Facts

LocationOkauchee, WI
Salary$65,000–$85,000 Per Year

Skills

  • Communication Skillsunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Exceeded Sales Goalunmatched
  • Health Insuranceunmatched
  • Industry/Trade Analysisunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Interpersonal Skillsunmatched
  • Life Insuranceunmatched
  • Marketing Campaignunmatched
  • Needs Assessmentunmatched
  • Organizational Skillsunmatched
  • Performance Metricsunmatched
  • Property Insuranceunmatched
  • Record Keepingunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Time Managementunmatched
  • Tuition Reimbursementunmatched
  • Underwritingunmatched

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