Estate Planner

4 days ago

Houston, Texas, United States Southern Farm Bureau Life Insurance Company Full time

Job Opportunity: Estate Planner at Southern Farm Bureau Life Insurance
Company Overview:
Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. 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.

Location:
Texas

Role and Responsibilities:
The Estate Planner will assist the agents in their efforts to sell life insurance and annuity products through joint work and technical support.

Your Responsibilities Will Include

  • 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.

Qualifications

  • Bachelors degree or 5 year experience as an agent with successful track record of qualifying for incentive trips
  • One industry/professional designations (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
  • Good public speaking skills
  • Self-starter motivated
  • Good sales skills
  • Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
  • Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
  • Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
  • Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development

Employee Benefits:
We value our employees' well-being and offer a comprehensive benefits package:

  • Health Insurance:
  • Comprehensive coverage for employees and their families.
  • Access to an onsite clinic, preventive care, and prescription drugs.
  • Mental health coverage and an Employee Assistance Program.
  • Active Lifestyle Rewards Program:
  • Incentives for maintaining an active lifestyle.
  • Rewards for participating in fitness challenges and wellness activities.
  • Weight Management Programs:
  • Customized weight management plans.
  • Support for achieving and maintaining a healthy weight.
  • Employee Engagement:
  • Opportunities to connect with colleagues.
  • Fun teambuilding activities.
  • 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.
  • Mentorship Programs:
  • Pairing employees with mentors.
  • Professional growth and guidance.
  • Promotional Opportunities:
  • Advancement within the company.
  • Career growth prospects.
  • Life Insurance and Company-Funded Pension:
  • Financial security for employees and beneficiaries.
  • Retirement planning.
  • Volunteer Days:
  • Paid time off for volunteering.
  • Contributing to the community.

  • Scheduler/Planner – Critical Environments

    2 weeks ago

    Houston, Texas, United States JLL Full time $90,000 - $120,000 per year

    JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they...

  • Private Wealth Management Trust Advisor

    1 week ago

    Houston, Texas, United States Regions Bank Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Private Wealth Advisor

    4 days ago

    Houston, Texas, United States Trustmark Full time

    OverviewThe Private Wealth Advisor serves as a trusted financial counselor to high-net-worth individuals and families. This role requires providing comprehensive wealth management solutions, including financial planning and estate planning guidance, while maintaining the highest standards of client service. The role will work with existing clients,...

  • Workplace Occupancy Planner

    4 weeks ago

    Houston, United States PNC Full time

    locationsTX - Houston (77056)time typeFull timeposted onPosted Yesterdayjob requisition idR198833 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...

  • Maintenance Planner/Scheduler

    4 weeks ago

    Houston, United States JLL Full time

    Maintenance Planner/SchedulerJLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and...

  • Workplace Occupancy Planner

    6 days ago

    Houston, TX, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Workplace Occupancy Planner

    2 weeks ago

    Houston, TX, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Workplace Occupancy Planner

    7 days ago

    Houston, TX, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Workplace Occupancy Planner

    1 week ago

    Houston, TX, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Real Estate Asset Management Manager

    6 days ago

    Houston, United States Houston Staffing Full time

    Real Estate Asset Management ManagerAt AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex...

  • Director, Retirement Planner

    9 hours ago

    Houston, United States Fidelity Full time

    Director, Retirement PlannerYou work hard every day to help Fidelity's customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams.As a Director, Retirement Planner, you're a pro at delivering fundamental and complex...

  • Real Estate Asset Management Manager

    1 week ago

    Houston, United States AECOM Full time

    Company DescriptionWork with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...

  • Real Estate Asset Management Manager

    1 week ago

    Houston, United States AECOM Full time

    Company DescriptionWork with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...