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.
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 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