Associate Life and Annuity Marketing Specialist

OBJECTIVE

Associate Life and Annuity Marketing Specialist Objective

To serve as the subject matter expert for prior and current life and annuity products and maintain an understanding of tax law and implications on Farm Bureau life and annuity products; to properly advise agents and staff on suitable and non-suitable life sales. To demonstrate in-depth knowledge of the life illustrations and application systems through testing, sales support, and tier 2/3 technical support. To be responsible for the quality of software and systems that are developed both internally and by third party vendors. To participate in corporate initiatives the marketing life and annuity subject matter expert; including testing and test coordination, procedures and training.

RESPONSIBILITIES

Associate Life and Annuity Marketing Specialist Responsibilities

Participate as a Marketing Division representative on key corporate life insurance and annuity initiatives as a Life & Annuity subject matter expert (SME) as needed.

Assist Life Operations in advanced product servicing, and product pricing efforts.

Be proactive in assisting the Field Force on conservation and placement of existing life and annuity business with Farm Bureau Insurance.

Provide sales support to all agents and Advanced Planning Specialists through creating and assisting in the planning, illustrations, and reprojections of life & annuity policies. 

QUALIFICATIONS

Associate Life and Annuity Marketing Specialist Qualifications

Required

Bachelor's degree in marketing, insurance, business, or related field required, or equivalent experience may be considered.

ALMI and/or ACS designations required, or equivalent education may be considered.

Minimum three years’ experience in insurance industry required.

Strong computer skills and understanding of software development and quality assurance principals required.

Knowledge of various approaches to the marketing, customer service, and sales.

Active State of Michigan insurance license in Life required or must be obtained within 90-days of employment. Annuity Best Interest CE Certification required or must be obtained within 90-days of employment.

Preferred

Experience in a sales role preferred.

Experience with life insurance and annuities sales, sales concepts, and product understanding preferred.

Strong project methodology, project management, business analysis, and testing preferred.

Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.

PM19