Field Life Sales Specialist

Farmers Insurance

. Support growth of life insurance sales by leveraging data to recommend actions to agents .

Posted 11/5/2026full-timeSacramento • California • United StatesSeniorLead💰 $102,450 - $174,240 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in life insurance sales, account management, and agency operations, with a strong ability to analyze data and provide actionable insights. Proficient in developing tailored sales plans and mentoring team members while maintaining strong relationships with agents and stakeholders.

Highest-signal resume keywords

Life Insurance SalesSales LeadershipCRM ProficiencyAnalytical SkillsLicensing Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementPoint Of Sale ExperienceProduct KnowledgeData AnalysisPresentation DevelopmentTechnical AptitudeAgency OperationsPerformance OptimizationSales Strategy DevelopmentCustomer Service

Soft Skills

Verbal CommunicationWritten CommunicationInfluencing SkillsCoaching AbilityInitiative

Tools & Technologies

Microsoft Office SuiteCRM SystemsData Analysis ToolsSales Tracking ToolsPresentation Software

Certifications & Qualifications

Life Insurance LicenseFINRA 6 LicenseFINRA 63 LicenseFinancial Services Certified Professional (FSCP)Chartered Life Underwriter (CLU)Chartered Financial Consultant (ChFC)

Industry Keywords

Life Insurance ProductsAgency GrowthSales PlansUnderwritingCommissionsCustomer ServiceProducer RecruitmentPerformance MeasurementField LeadershipInsurance Industry

About the role

Key responsibilities & impact

Support growth of life insurance sales by leveraging data to recommend actions to agents
Drive sales across multiple product lines and high-value or complex cases
Manage assisted and unassisted sales activities and point-of-sale interactions
Promote life insurance products and the company value proposition
Engage district managers and agency owners to identify needs and deliver tailored solutions
Develop, implement, and adjust customized sales plans for assigned agencies
Align agency sales plans with broader business objectives and adjacent revenue opportunities
Provide recommendations on product illustrations, case designs, and sales focus
Liaise with internal teams, field leadership, and agency stakeholders on underwriting, commissions, customer service, and licensing issues
Build relationships with elite agents through consultation, training, and education
Support agency growth through producer recruitment, development, performance optimization, and profitability guidance
Monitor agency performance using CRM systems and other tools
Track sales activity, analyze data, identify trends, and provide actionable insights
Measure agency performance changes resulting from tailored solutions
Mentor, train, and coach less experienced team members and lower-level life sales consultants
Provide ongoing support and feedback for professional development
Work independently as an individual contributor with minimal guidance
Perform other duties as assigned

Requirements

What you’ll need

High School Diploma or equivalent required
Valid life insurance and FINRA 6, 63 licenses required
7+ years of experience in sales, account management, or agency operations, preferably within the insurance industry
Experience required in direct point of sale, life insurance wholesale, and sales leadership
Strong verbal communication and listening skills
Demonstrated written communication skills
Ability to influence internal and/or external constituents
Demonstrated analytical skills
Strong product knowledge
In-depth knowledge of life insurance products and services and company product offerings
Strong technical aptitude
Proficient in Microsoft Office suite
Strong proficiency in CRM and similar systems
Ability to adapt quickly to new technology
Ability to develop and deliver effective presentations
High degree of initiative
Ability to instill commitment to organizational goals
Ability to coach effectively and deliver constructive feedback
Ability to travel regularly between Farmers offices, alternative work locations, and/or field locations
Bachelor's degree preferred
Preferred designations include Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC)

Benefits

Comp & perks

Bonus Opportunity (based on Company and Individual Performance)
401(k)
Medical
Dental
Vision
Health Savings and Flexible Spending Accounts
Life Insurance
Paid Time Off
Paid Parental Leave
Tuition Assistance
Remote work at an approved alternative work location
Flexible work location between Farmers offices, approved alternative work locations, and field locations