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Field Life Sales Specialist
Farmers Insurance. Drive life insurance sales by consulting with agency owners across multiple product lines and on high-value and complex cases .
Posted 10/28/2026full-timeSacramento • California • United StatesSeniorLead💰 $102,450 - $174,240 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in life insurance sales, account management, and agency operations, with a strong focus on developing tailored sales strategies and driving agency performance. Possesses strong analytical skills and the ability to influence stakeholders while providing effective coaching and support.
Highest-signal resume keywords
Life Insurance SalesSales LeadershipCRM ProficiencyFINRA 6, 63 LicensesAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentPoint Of Sale ExperienceProduct KnowledgeCase DesignSales Target AchievementData AnalysisPresentation SkillsTechnical AptitudeAgency OperationsPerformance Monitoring
Soft Skills
Verbal CommunicationListening SkillsWritten CommunicationInfluencing SkillsCoaching
Tools & Technologies
Microsoft Office SuiteCRM Systems
Certifications & Qualifications
Life Insurance LicenseFINRA 6 LicenseFINRA 63 License
Industry Keywords
Life InsuranceAgency OperationsSales ActivitiesAgency GrowthProducer Recruitment
About the role
Key responsibilities & impact- Drive life insurance sales by consulting with agency owners across multiple product lines and on high-value and complex cases
- Manage assisted and unassisted sales activities and take ownership of sales outcomes
- Focus on point-of-sale interactions to drive successful transactions and meet sales targets
- Promote life insurance products and the company value proposition
- Engage district managers and agency owners to identify needs and opportunities, deliver tailored solutions, and monitor outcomes
- Follow up on implemented strategies, assess effectiveness, and pivot as needed
- Develop and implement customized sales plans for assigned agencies, including quarterly and annual sales targets
- Align agency-specific sales plans with broader business objectives and leverage adjacent revenue stream opportunities
- Provide recommendations on product illustrations, case designs, and sales focus
- Liaise between internal teams, field leadership, and agency stakeholders on complex underwriting, commissions, customer service, licensing, and other issues
- Build and maintain relationships with elite agents through consultation, training, and education
- Support agency growth through producer recruitment and development, performance and profitability optimization, and virtual or in-person guidance
- Monitor agency performance through CRM systems and other tools
- Track sales activities, analyze data, identify trends, and provide actionable insights
- Measure changes in agency performance resulting from tailored solutions
- Mentor, train, and coach less experienced team members or lower-level life sales consultants
- Provide ongoing support and feedback for professional development
- 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 and in-depth knowledge of life insurance products and services
- In-depth understanding of company product offerings
- Strong technical aptitude
- Proficient in Microsoft Office suite
- Strong proficiency in CRM and similar systems
- Able to adapt quickly to new technology
- Develops and delivers effective presentations
- Possesses a high degree of initiative
- Instills commitment to organizational goals
- Effectively coaches and delivers constructive feedback
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
- Competitive salary commensurate with experience, qualifications and location