Field Life Specialist - Utah

You spend at least a third of your day at your job. You might as well spend it doing something you really love while working with a team you really enjoy being with, right? That’s the kind of atmosphere we offer at Pekin Insurance—fun, fast-paced, gratifying, supportive, and collaborative. 

Of course, it’s not all fun and games. Insurance is a serious business, and we pride ourselves on making people’s lives whole again after a major disaster or even a fender bender.  It’s that sense of helping people that makes our team want to do our best every day. 

If you want to be excited about starting your workday and are ready to make a real difference in people’s lives, this could be the right spot for you.

See what Pekin Insurance has to offer by viewing a short video here.  

Position Overview

The Life Specialist generates profitable advanced life production from agencies in the assigned territory.

Essential Job Functions

• Makes systematic calls on the agent to aid the agent in sales, underwriting and education of the agent or any personnel within the agency
• Communicates to the agency force the company philosophy, company policy and method of doing business
• Attends and participates in periodical sales and educational meetings for agency force. These meetings should be a means of communication between the Pekin Home Office and field, promote sales contests, and educate agency force of new products and any industry trends
• Responsible for production of all life products sold by the company
• Assists and trains agencies in using our Company intranet website and life illustration software
• Maintains the call report and/or software system by reporting dates, times and relevant information about each monthly agency call
• Attends quarterly field meetings at the Pekin Home Office and annual award banquets
• Performs other duties as assigned 

Education & Experience

• Bachelor’s degree in Business or related field required
• Typically requires 3+ years of sales experience in the assigned territory

Certifications & Licenses

• Life Insurance Producers license, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFc) or Certified Financial Planner (CFP) preferred

Knowledge, Skills & Abilities

 Basic skill in:

• Listening and communicating with the ability to speak in public

Basic ability to:

• Analyze, organize, and prioritize work while meeting multiple deadlines
• Establish program goals and objectives that support the strategic plan
• Work evenings, nights, and/or weekends as necessary
• Maintain a positive image and build strong relationships

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