Insurance Agent/Financial Advisor jobs in United States
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Farm Bureau Financial Services · 2 hours ago

Insurance Agent/Financial Advisor

Farm Bureau Financial Services is focused on building relationships and making a difference in the community. The role involves educating clients about insurance options, managing their policies, and overseeing business operations while ensuring compliance with industry regulations.

Financial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Matthew Davidson
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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

Entrepreneurial attitudeGoal-orientedOffice managementMarketing plans developmentSales plans developmentAgriculture experienceClient educationRelationship building

Required

Applicants should have an entrepreneurial attitude with an interest in operating a business
We're looking for a goal-oriented individual with proven personal and financial success
Natural drive to success
Desire to help others
Ability to manage an office
Ability to hire staff
Ability to develop marketing and sales plans

Preferred

Experience in an agriculture-related field

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

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Farm Bureau is a insurance company.

Funding

Current Stage
Late Stage

Leadership Team

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