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Insurance Agency Business Consultant

$60k
Full-time

Farmers Insurance District Office

Job Description: Insurance Agency Business Consultant (ABC)

Location: Chicago, IL (Office: In-Office & Field Travel Across Chicagoland)

Position Type: Full-Time

Compensation: Base Salary + Performance Bonus Pool

Travel Requirement: 50% to 75% Field Travel within the District

About the Role

We are launching a brand-new Farmers Insurance District Office in the Chicagoland area, overseeing and supporting a network of 40 local insurance agencies .

We are hiring a Agency Business Consultant (ABCs) to work collaboratively as a core pillar of our district leadership team. In this role, you will not be selling insurance policies directly . Instead, your mission is to coach, mentor, collaborate with, and encourage agency owners and their producers to elevate their sales performance, optimize operations, and achieve top-tier quota attainment.

You will serve as an on-the-ground strategic partner, spending 50% to 75% of your time in the field (~2-4 days per week) visiting agencies across Chicagoland, building strong relationships, refining sales models, and driving high-level execution. The remaining time will be spent doing things in the district’s main office, including:

  • Analyzing district-wide performance metrics and identifying territory-wide sales trends.
  • Collaborating directly with the internal recruiting team and the second Agency Business Consultant to align on agency development and talent pipelines.
  • Preparing advanced training materials, tailored scripting frameworks, and strategic action plans for upcoming agency visits.
  • Engaging in high-level discussions on advanced insurance and financial services concepts to continuously sharpen your executive acumen.

Key Responsibilities

  • Field Coaching & Mentorship: Partner directly with agency owners and their sales producers inside their offices across the Chicagoland territory to analyze and improve daily sales workflows.
  • Sales Process Optimization: Review, refine, and roleplay cold calling and inbound scripting to drive conversion rates.
  • Joint Field Work: Participate in joint sales calls, live prospecting sessions, and networking events alongside agency teams to boost morale, model effective techniques, and demonstrate best practices.
  • Cross-Selling & Product Focus: Identify opportunities for multi-line cross-selling within existing agency books of business and align agencies with top-performing product lines supported by Farmers Insurance.
  • Quota & Performance Tracking: Collaborate with the District Manager and agency principals to diagnose performance gaps, set actionable milestones, and track progress toward district goals.
  • District Collaboration: Work seamlessly alongside the second Agency Business Consultant and our internal recruiting team to ensure a unified approach to agency growth and development.

Qualifications & Requirements

  • Active Licensing: Must hold active Property & Casualty (P&C) and Life Insurance licenses. (Note: Insurance expertise is required to understand agency operations and product lines, but this role is strictly consultative and non-selling).
  • Industry Experience & Expertise: Due to the early, aggressive goals set forth by Farmers Insurance, we require individuals with a high level of advanced expertise. Candidates must hit the ground running; we will not have the bandwidth to teach fundamental concepts involving sales, insurance, product lines, or industry mechanics.
  • Transportation: Reliable means of daily commuting and traveling throughout the Chicagoland territory.
  • Communication & Leadership: Exceptional interpersonal skills with a natural ability to motivate, coach, and build rapport with diverse agency teams.
  • Drive & Independence: A self-starter mentality comfortable managing a dynamic schedule split between collaborative office planning and independent field execution.

What Success Looks Like (and What It Doesn't)

To thrive in this role, you must understand the clear benchmarks for performance and impact within our district:

What Success Looks Like:

  • High-Impact Field Presence: Consistently spending 50% to 75% of your time embedded in district agencies, building trusted advisor relationships with owners and producers.
  • Driving Quota Attainment: Actively moving the needle on sales numbers, helping assigned agencies hit or exceed their production targets and focus heavily on Farmers' top-performing products.
  • Elevating Execution: Successfully running joint sales calls, refining call scripts, and boosting agency team morale through active, on-the-ground leadership.
  • Autonomous Problem-Solving: Leveraging deep preexisting industry knowledge to audit agency processes, identify cross-selling opportunities, and deliver immediate tactical improvements without requiring training or hand-holding.
  • Seamless Teamwork: Collaborating smoothly with your fellow ABC and the recruiting team to create a unified, high-energy district culture.

What Success Does Not Look Like:

  • A "Desk Job" Mentality: Hiding out in the office, relying purely on remote check-ins, or failing to meet the 50%–75% field travel expectation.
  • Waiting to be Taught: Requiring guidance on insurance products, sales fundamentals, or agency operations—we need an immediate subject matter expert who hits the ground running.
  • Acting as an Outsourced Salesperson: Taking over and selling policies directly instead of coaching, mentoring, and empowering the agency's own staff to sell.
  • Passive Observing: Visiting agencies just to chat or observe without auditing scripts, participating in live prospecting, or driving measurable accountability.
  • Operating in a Silo: Working independently of the district's broader goals, failing to communicate with the management team, or neglecting collaboration with the internal recruiters.

The Intangible Benefits: Why Build Your Future Here?

Beyond our competitive compensation and unique time-off structure, joining our founding district leadership team offers rare, high-value career advantages:

  • Executive Mentorship & Leadership Development: I love a high-level intellectual discussion on advanced topics within insurance and financial services. If you have the drive, I will personally train you on the exact skills necessary to become a District Manager at Farmers Insurance or step into high-level executive leadership.
  • Elite Network Access: By working hands-on with 40 distinct business owners and their top teams across Chicagoland, you will build an unparalleled network of high-net-worth entrepreneurs, local business leaders, and top-tier sales talent.
  • Direct Alignment with District Growth: Because our bonus pool structure rewards the collective success of the entire district equally, you operate in a true "all-boats-rise" culture where collaboration wins over internal competition.
  • Mastery Through Scale: Solving high-level operational and sales bottlenecks across 40 different business models provides an unmatched accelerator for your own executive acumen.

Compensation & Financial Package

  • Base Salary: $60,000 per year.
  • Bonus Structure: Equal share of the district’s total performance bonus pool received from Farmers Insurance, split evenly among all district employees (both ABCs and both Recruiters). Because you are building our district's present success, your compensation scales directly with our collective wins.
  • Healthcare Support: $300 per month stipend/reimbursement available for individual health insurance coverage through Get Covered Illinois.

Comprehensive Time Off & Benefits

We believe work-life balance fuels sustainable success. Our district offers an exceptional, stress-free time-off structure designed to let you recharge:

  • All Federal Holidays: Off standard calendar holidays.
  • Extended Holiday Shutdowns: Fully paid/off weeks for:
  • The week of Thanksgiving
  • The week of Christmas
  • The week of the 4th of July
  • Flexible Personal Time: 1 additional week of paid personal time off (scheduled in coordination with your team to ensure office coverage).

Are you ready to help shape a brand-new district and empower 40 local agencies to reach their maximum potential? Apply today to join the team.

Vacancy posted 1 day ago
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