Farm Bureau Financial Services · 1 month ago
Registered Investment Advisor
Rio Rancho, NM
Full-time
Hybrid
Mid LevelFarm Bureau Financial Services is dedicated to building relationships and making a difference in the community. They are seeking a Registered Investment Advisor who will educate clients on protecting their assets and improving their futures while managing their own business.
Financial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Meeting with prospective and current clients
Managing policy renewals
Analyzing coverage options and explaining details to clients
Managing claims processes, including conducting visits as needed
Keeping client and business records
Working with underwriting
Conducting marketing efforts, such as social media, postcards, and phone calls
Ensuring you are up-to-date on industry regulations and product offerings
Overseeing your business, including budgets and hiring
Qualification
Required
Ability to build and manage your own business
Strong relationship-building skills
Community involvement
Ability to educate clients about insurance options
Experience in managing policy renewals
Skills in analyzing coverage options and explaining details to clients
Experience in managing claims processes
Ability to keep client and business records
Experience working with underwriting
Skills in conducting marketing efforts, such as social media, postcards, and phone calls
Knowledge of industry regulations and product offerings
Ability to oversee business operations, including budgets and hiring
Company
Farm Bureau Financial Services
Farm Bureau is a insurance company.
Founded in 1939
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ron Mead, CPCU, LLIF, MBA
Chief Operating Officer
Becky Elming
Talent Acquisition Partner
Company data provided by crunchbase