Benefits:- Opportunity for advancement
- Training & development
- 401(k) matching
- Bonus based on performance
- Competitive salary
ROLE DESCRIPTION: Ann Smith State Farm is seeking a qualified and empathetic professional for the role of Life Insurance Specialist. As a customer-oriented professional, you will market Life/Health insurance services and products to help benefit customers and their families. Your sales experience equips you to continually grow your income as you help customers with options for needed security for times of distress and vulnerability.
Life Insurance Specialist Key Responsibilities- Proactively identify and develop life insurance opportunities with new and existing customers.
- Conduct customer conversations to understand income, family obligations, debt, mortgage exposure, and long-term financial protection needs.
- Educate customers on available life insurance options and help them select coverage appropriate for their needs and budget.
- Conduct life insurance reviews with existing policyholders to identify coverage gaps and changing needs.
- Generate life insurance opportunities through outbound calls, inbound customer interactions, referrals, existing customer lists, and agency leads.
- Schedule and conduct life insurance appointments by phone, virtual meeting, and in person.
- Follow up consistently with prospects from initial conversation through application and policy placement.
- Complete life insurance applications accurately and assist customers throughout the underwriting and application process.
- Maintain organized records of customer contacts, appointments, quotes, applications, and follow-up activities.
- Meet or exceed established monthly life insurance sales and activity goals.
- Ask for and develop customer referrals to generate additional opportunities.
- Partner with other agency team members to identify customers who may have unmet life insurance needs.
- Look for opportunities to deepen customer relationships by identifying additional insurance needs when appropriate.
- Provide a high level of customer service while building long-term relationships based on trust and education.
- Maintain required insurance licensing and complete all required training and continuing education.
- Follow all State Farm, agency, state insurance, privacy, and compliance requirements.
- Participate in agency meetings, coaching, training, role-playing, and ongoing professional development.
- Maintain consistent daily activity, including calls, conversations, appointments, quotes, applications, and follow-ups.
- Take ownership of individual production goals while contributing to the agency's overall growth objectives.
QUALIFICATIONS:- State insurance license for life and health insurance.
- Communication and interpersonal skills.
- Ability to understand and explain complex insurance products.
- Sales experience, preferably in insurance.
- Detail-oriented with excellent organizational skills.
- Ability to build and maintain customer relationships.
- Proficiency with insurance agency software.
