Our Life Insurance and Farmers Financial Solutions (FFS) Specialist primarily works with new and existing clients to market and sell Farmers New World Life & Farmers Financial Solutions (FFS) products. They will also help their Agent increase their their book of business while assisting other staff members achieve the agency quarterly and annual life goals.
California P & C, Life, Health and Disability Licensed and Bilingual in Chinese, Mandarin and/or Cantonese a plus
Salary Range: $40,000.00 per year
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Core Competencies:
Business Results – ability to meet individual performance metrics and sales goals.
Drive and Productivity – ability to achieve great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
Time Management – ability to handle and prioritize multiple tasks and see them to successful completion.
Communication – excellent verbal and written communication skills.
Team Work – accepts feedback when offered and works well with others.
Core job duties include (but are not limited to):
• Partner with Agent in selling Life & FFS products to their existing book of business and external prospects
•Farm Agent's book of business in order to generate leads and cross-sell opportunities
• Establishes cross-sell and pivot systems in agencies to produce leads
• Develops agency competency in life insurance to assist with agency sales (setting appts, quotes, illustrations, etc.)
• Develops and facilitates Life sales promotions and Life & FFS product communication pieces
• Helps develop business plans designed to improve Life production and/or exceed assigned goals and expectations, e.g. sales concepts, marketing programs, presentations
• Maintains a close liaison with corporate resources in order to deliver quality and compliant support.
• Performs other job duties as assigned
Full-Time / Part-Time CSR Needed Immediately for a Thriving Insurance Agency
Must Have a Positive, Can-Do Attitude
Must Be Punctual and Computer Savvy
Insurance License Preferred
Good Training and Support Available
Bilingual Candidates encouraged to apply English, Chinese, or Spanish