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Farm Bureau Financial Services · 4 hours ago

Insurance and Investment Advisor

Yuma, AZ

Full-time

Hybrid

Mid Level

Farm Bureau Financial Services is a long-standing and trusted company offering the opportunity to become an Insurance and Investment Advisor. In this role, you will serve clients by providing life and property & casualty insurance products, as well as investments and financial advice.

Financial ServicesInsuranceLife InsuranceWealth Management

Hiring Manager

Lauren Fitzwater

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

Insurance products knowledgeFinancial advisingClient relationship managementSales skillsMarketing strategiesRegulatory complianceCommunity engagementRecord keeping