Life Insurance Sales Specialist

Zachary Perez Farmers Insurance

Okauchee, WI

JOB DETAILS
SALARY
$65,000–$85,000 Per Year
SKILLS
Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer Training, Exceeded Sales Goal, Health Insurance, Industry/Trade Analysis, Insurance, Insurance Sales, Interpersonal Skills, Life Insurance, Marketing Campaign, Needs Assessment, Organizational Skills, Performance Metrics, Property Insurance, Record Keeping, Sales, Sales Prospecting, Time Management, Tuition Reimbursement, Underwriting
LOCATION
Okauchee, WI
POSTED
11 days ago

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.

About the Company

Z

Zachary Perez Farmers Insurance