Farm Bureau Financial Services · 2 months ago
Sr Wealth Management Consultant
, NE, US
Full-time
Onsite
Mid, Senior Level
4+ years expFarm Bureau Financial Services is a company that offers insurance products, investment products, and personalized financial planning. They are seeking a driven Sr. Wealth Management Consultant to partner with agents in driving sales of life insurance and investment products across an assigned territory.
Financial ServicesInsuranceLife InsuranceWealth Management
No H1B
Responsibilities
Partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased traditional & variable life, fixed & variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care & disability income product sales, consistent with established sales goals within an assigned region of Farm Bureau Life’s marketing territory
Drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business
Qualification
Required
College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required
Must have life/health insurance licenses as well as FINRA series 6 and 63 as a minimum
Must test for the Series 7 within 90 days of employment and pass Series 7 within the first year of employment
Be a motivated and energetic individual with the ability to drive results with a high degree of autonomy
Be capable of driving production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, & Disability Income products
Have the ability to travel extensively up to 80% of the time to territory locations
Have a broad and comprehensive knowledge of life, annuity, disability & long-term care insurance, investment products, and financial planning
A valid driver's license and satisfactory Motor Vehicle Records are required
Preferred
CLU, ChFC, CFP, or LUTCF are preferred
There is a preference of 7 and 66 or 63/65
Benefits
Comprehensive benefits package
Company vehicle
Expense allowances
Company
Farm Bureau Financial Services
Farm Bureau is a insurance company.
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