Estate Planner - North Carolina

About the role

As an Estate Planner, you’ll be an essential part of our Advanced Markets and Sales Support team, contributing to the success of our organization by assisting agents in their efforts to sell life insurance and annuity products through joint work and technical support.

Responsibilities

• Conduct individual client sales interviews with Farm Bureau agents within territory.
• Train and educate Farm Bureau agents in territory on sales, product, and technical topics through agency, district, and statewide meetings.
• Serve as the primary resource for Farm Bureau agents in territory for all things life insurance and annuity related.
• Maintain a high level of expertise in advanced life insurance and annuity sales and strategies related to basic needs, estate planning, retirement planning, and business continuation planning.
• Build and maintain a strong working relationship with all Farm Bureau agents in territory as well as District Sales Managers, Associate State Sales Director(s), and State Sales Manager.
• Report activity each week as directed and maintain an accurate and up-to-date calendar.
• Communicate activity and schedule with Home Office personnel as directed as well as District Sales Managers, Associate State Sales Director(s), and State Sales Manager.

Requirements

• Bachelor’s degree or 5 years of experience as an agent with a successful track record of qualifying for incentive trips.
• One industry/professional designation (i.e. FSCP, CLU, ChFC, CFP) or an advanced degree (i.e. MBA, J.D.).
• Two years of life insurance sales experience (an emphasis in estate and business planning is preferred) or two years of comparable experience.
• Good relationship skills and public speaking skills.
• Self-starter with strong sales skills.
• Ability to function effectively in the workplace as exhibited through integrity, courage to act, and communication skills.
• Ability to work with others effectively as exhibited through respect for people and commitment to teamwork.
• Ability to meet organizational goals and customer expectations as exhibited through accountability for results, commitment to service, and initiative.
• Ability to perform the essential functions of the job as exhibited through growth in job knowledge and professional development.

Benefits

• Health Insurance: Comprehensive coverage for employees and their families, including access to an onsite clinic, preventive care, prescription drugs, mental health coverage, and an Employee Assistance Program.
• Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle, including rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs: Customized weight management plans and support for achieving and maintaining a healthy weight.
• Employee Engagement: Opportunities to connect with colleagues through fun team-building activities and annual events for employees and their families (Company Picnic, Thanksgiving lunch, Christmas Reception, Family Fun Night).
• Onsite Cafe: Convenient access to nutritious meals promoting healthy eating habits.
• Learning & Development: Continuous learning opportunities, tuition reimbursement for further education, and mentorship programs pairing employees with mentors for professional growth and guidance.
• Promotional Opportunities: Advancement within the company and career growth prospects.
• Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries, including retirement planning.
• Volunteer Days: Paid time off for volunteering and contributing to the community.