What are the responsibilities and job description for the Farmers Life and Financial Services Agent position at Curt Elsbury Farmers Insurance?
Job Overview
The Life & Financial Services Agent works to maximize positive relationships between the District Office, Agency Owners, Agency Employees and the Life & FFS Underwriting departments. This will come through personal interaction and support by providing training, feedback, coaching, goal setting, sales and analytics focused on protecting more families with our Life Insurance and Financial Services products. Works in conjunction with the District Manager to achieve agreed upon Life Insurance & Financial Services objectives.
This position offers a base draw, complemented by a performance-based commission and bonus structure. High-performing individuals have the opportunity to significantly increase their total earnings, with on-target annual compensation reaching $80,000 or more. Commissions and bonuses are tied directly to individual performance metrics, providing strong earning potential for motivated and results-driven candidates.
Salary Range: $60,000.00 - $80,000.00 per year
Benefits
Annual Base Salary Commission Bonus Opportunities
Flexible ScheduleHands on Training
Base Draw
Bonus Potential
Access to Training, Support and Resources
Self-Directed Schedule
Commissions
Quarterly & Annual Bonus Potential
Collative Work Environment
Requirements
- Ability to cultivate and build relationships
- Experience in a competitive sales type environment
- Highly organized with strong follow up skills.
- Strong analytical capability
- Ability to quickly analyze & troubleshoot issues and provide recommended solutions
- Conflict resolution skills
- Experience with Microsoft Office Suite, including Excel and PowerPoint, and general Windows OS Navigation
- 1-3 years within the Life Insurance & Financial Services industry
- Equivalent collegiate experience will be considered
- 1 years of sales or customer service experience
- Travel required
- Obtain Life/Accident & Health licensed and Series 6, 63 & 26 prior to hire date
Responsibilities
- Supports District Manager in responsibility for all established District Office annual goals and growth objectives for Life & Financial Services
- Build & maintain a Life & Financial Services culture within the district by providing Agency Owners consistent support
- Build & maintain a working relationship with the assigned underwriters & sales specialists to the district to reduce communication barriers between Agency Owners and Underwriting
- Support Agency Owners by creating a training strategy utilizing underwriters, top Life & Financial Services performing agents, and through agency visits
- Support Agency owners by building marketing plans & executing on all needed areas to meet District Life & Financial Services goals
- Review all Life submissions daily to ensure successful approval for new business
- Consistent communication with individual Agency Owners regarding submission process
- Identify eligibility concerns or missing information on submissions as noted by underwriting
- Collaborate with District Manager to create training & promotions to achieve district goals
- Provide tools, reports and data to Agency Owners to support increased submissions and new business
- Tracking & communicating weekly updates to entire District regarding Life & Financial Services activity & results
- Performs other duties as assigned
Salary : $60,000 - $80,000