Financial Advisor / Insurance Advisor jobs in United States
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Farm Bureau Financial Services · 1 week ago

Financial Advisor / Insurance Advisor

Farm Bureau Financial Services is offering a career opportunity for individuals looking to make a meaningful impact in their community as a Financial Advisor / Insurance Agent. The role involves building your own business, helping clients with their insurance and financial needs, and receiving ongoing training and mentorship.

Financial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Jalon McDonald
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Responsibilities

Meet with clients to understand their insurance and financial needs
Offer personalized solutions and long-term financial strategies
Manage existing policies, process renewals, and assist with claims
Market your services through social media, phone calls, and community outreach
Keep accurate business records and oversee daily operations
Stay current on industry products, regulations, and compliance

Qualification

Entrepreneurial mindsetClient relationship buildingInsuranceFinancial licensesTime managementLeadership potentialSales experienceProblem-solvingCommunication skills

Required

Entrepreneurial mindset and desire to operate your own business
Ability to plan, prioritize, and manage time effectively
Comfortable working independently and building client relationships
Willingness to obtain insurance and financial licenses (with our support)

Preferred

Has experience or interest in agriculture, finance, or sales

Benefits

Incentive travel and cash bonuses
Marketing and sales support
Licensing assistance and onboarding training

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