Financial Advisor / Insurance Advisor jobs in United States
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Farm Bureau Financial Services · 19 hours ago

Financial Advisor / Insurance Advisor

Farm Bureau Financial Services is seeking a Financial Advisor / Insurance Agent to help individuals and families protect what matters most to them. The role involves meeting with clients, offering personalized financial solutions, and managing existing policies while building your own business.

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