Farm Bureau Financial Services · 3 weeks ago
Investment Advisor Representative
Oro Valley, AZ
Contract
Hybrid
Mid LevelFarm Bureau Financial Services is a long-standing and trusted company offering opportunities for Investment Advisor Representatives. In this role, you will provide life and property & casualty insurance products, as well as investments and financial advice, while building relationships and making a difference in your community.
Financial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Jill Romanowski
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
Flexibility and earning potential of being a business owner
Ability to provide life and property & casualty insurance products
Ability to provide investments and financial advice
Strong client service skills
Ability to meet with prospective and current clients
Ability to manage policy renewals
Ability to analyze coverage options and explain details to clients
Ability to manage claims processes, including conducting visits as needed
Ability to keep client and business records
Ability to work with underwriting
Ability to conduct marketing efforts, such as social media, postcards and phone calls
Ability to ensure you are up-to-date on industry regulations and product offerings
Ability to oversee your business, including budgets and hiring
Benefits
Ongoing training and education opportunities
Sales and marketing support
Resources to help you get your business off the ground
Marketing coaches
District managers
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