Farmers Insurance District 0420

Insurance

• Drive new business by identifying prospects, conducting outreach, and converting leads into policies
• Conduct client consultations to assess insurance needs and recommend the right coverage
• Sell and cross-sell insurance products including Auto, Home, Life, and Commercial policies
• Develop and maintain strong client relationships, providing ongoing support and policy reviews
• Meet and exceed individual sales goals, contributing to overall agency growth
• Stay up-to-date on product knowledge and compliance requirements
• Use CRM tools to track leads, follow-ups, and policy renewals
• Participate in team meetings and sales strategy sessions

Agent in Training

• Guide new agency owners through the startup process, from licensing to business launch
• Collaborate to create tailored business strategies focused on sales, marketing, and customer retention
• Provide hands-on support with recruiting, onboarding, and training staff
• Monitor early performance, conduct regular reviews, and offer targeted coaching to accelerate growth
• Recommend operational improvements, technology adoption, and efficient business practices
• Deliver training on Farmers products, underwriting guidelines, and emerging market trends
• Serve as a mentor and problem solver, helping new owners navigate challenges and achieve long-term success

Business Advisor

• Partner with agency owners and their staff to increase life insurance sales and activity levels.
• Provide coaching on prospecting strategies, sales conversations, and product placement.
• Conduct in-office and virtual training sessions on Farmers life products, underwriting, and compliance.
• Track performance metrics and identify opportunities for improvement within agencies.
• Collaborate with the District team to develop contests, incentives, and workshops to promote life sales.
• Offer expert guidance on life policy design, client needs analysis, and advanced sales concepts.
• Build lasting relationships that inspire consistent performance and growth across agencies.

Life Agency Consultant

Customer Retention Specialist

• Partner with agency owners and teams to design and implement retention-focused processes and customer communication systems.
• Coach agency staff on conducting annual policy reviews, identifying coverage gaps, and strengthening client relationships.
• Monitor and analyze retention data and trends, providing actionable insights to improve customer experience and reduce churn.
• Audit agency files, quotes, and policy renewals to ensure accuracy, compliance, and quality standards are consistently met.
• Lead training sessions and workshops on effective client communication, service recovery, and proactive account management.
• Collaborate with agency leadership to create follow-up systems for policy renewals, cross-selling opportunities, and lapse prevention.
• Act as a trusted resource and mentor, guiding agencies toward sustainable retention success.

District Retention Specialist

Agency Business Advisor

• Partner with agency owners and their teams to develop and execute life insurance sales strategies
• Deliver in-depth training on product knowledge, needs-based selling, and compliance
• Coach agency staff on how to initiate and close life insurance conversations effectively
• Track sales performance and provide data-driven insights to improve results
• Facilitate workshops, one-on-one sessions, and field coaching to build confidence and skill
• Identify opportunities to integrate life insurance into daily agency operations
• Stay current on market trends, underwriting guidelines, and industry best practices
• Serve as a trusted mentor, motivator, and resource for overcoming sales barriers

Life Insurance Consultant

• Client-facing role working directly with individuals, families, and businesses to provide insurance solutions.
• Develop new business through outbound calls, referrals, and networking.
• Consult with clients to understand their needs and recommend tailored insurance plans.
• Sell and cross-sell a wide range of insurance products, including Auto, Home, Life, and Commercial.
• Deliver excellent customer service while maintaining long-term client relationships.
• Meet or exceed monthly production goals and performance metrics.
• Stay current on product offerings, underwriting guidelines, and industry updates.