Insurance Agent/Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Farm Bureau Financial Services · 19 hours ago

Insurance Agent/Financial Advisor

Farm Bureau Financial Services is focused on building relationships and making a difference in the community. As an Insurance Agent/Financial Advisor, you will educate clients on protecting their assets and managing their policies while running your own business.

Financial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Matthew Davidson
linkedin

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

Client relationship managementInsurance knowledgeSales skillsMarketing skillsCommunication skills

Required

Ability to build relationships and be a pillar in the community
Skills in educating clients about insurance and financial products
Experience in managing a business
Ability to meet with prospective and current clients
Skills in managing policy renewals
Ability to analyze coverage options and explain details to clients
Experience in managing claims processes
Skills in keeping client and business records
Ability to work with underwriting
Experience 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

company-logo
Farm Bureau is a insurance company.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Ron Mead, CPCU, LLIF, MBA
Chief Operating Officer
linkedin
leader-logo
Becky Elming
Talent Acquisition Partner
linkedin
Company data provided by crunchbase