Farmers Insurance

Field Life Sales Specialist

Farmers Insurance
Posted 10/21/2026full-timeSacramento • California • United StatesSeniorLead💰 $102,450 - $174,240 per yearWebsite
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Core Competencies

Role fit
Core 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 ability to develop tailored sales plans and mentor team members. Proficient in CRM systems and Microsoft Office, with a solid understanding of life insurance products and the ability to influence stakeholders effectively.

Highest-signal resume keywords
Life Insurance SalesSales LeadershipCRM ProficiencyAnalytical SkillsLife Insurance Licenses

About the role

Key responsibilities & impact
  • Drive life insurance sales by consulting with agency owners across multiple product lines and 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 monitor 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 between internal teams, field leadership, and agency stakeholders on underwriting, commissions, customer service, licensing, and other issues
  • Build relationships with elite agents through consultation, training, and education
  • Support agency growth through producer recruitment, development, and performance optimization
  • Monitor agency performance through CRM systems and other tools
  • Track sales activities, 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
  • 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
  • Bachelor's degree preferred
  • Preferred designations include Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC)

Benefits

Comp & perks
  • Competitive salary commensurate with experience, qualifications and location
  • 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
  • Equal opportunity employer
  • Volunteer projects
  • Supportive community

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales ManagementPoint Of Sale ExperienceProduct KnowledgeData AnalysisPresentation Development
Soft Skills
Verbal CommunicationListening SkillsCoaching AbilityInfluencing SkillsInitiative
Tools & Technologies
CRM SystemsMicrosoft Office Suite
Certifications & Qualifications
Life Insurance LicenseFINRA 6 LicenseFINRA 63 LicenseFinancial Services Certified Professional (FSCP)Chartered Life Underwriter (CLU)Chartered Financial Consultant (ChFC)
Industry Keywords
Insurance IndustryAgency OperationsSales ActivitiesAgency PerformanceProducer Recruitment