Farmers Insurance · 1 day ago
Financial Services Specialist
United States
Full-time
Onsite
Mid, Senior Level
$91K/yr - $155K/yr
5+ years expFarmers Insurance is dedicated to delivering peace of mind to customers through comprehensive protection and advice. The Financial Services Specialist role focuses on conducting financial reviews, assisting customers with financial product selection, and serving as the primary point of contact for life and financial services in an assigned region.
Auto InsuranceFinancial ServicesInsuranceLife Insurance
Responsibilities
Conducts financial reviews and assists customers in selecting life and financial products to meet their financial goals
Develops and delivers financial plans for customers
Hosts monthly educational seminars with third-party providers
Engages current customers with targeted marketing to introduce wealth management services
Conducts individual check-ins and follow-ups and promotes the services of qualified Farmers Financial Services Agents (FSAs)
Stays updated on industry knowledge by meeting with product providers on product information and attending industry conferences on emerging topics such as the latest tax laws and technology developments
Partners with underwriting to resolve not-in-good-order issues and servicing customer accounts
Performs other duties as assigned
Qualification
Required
5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services
High School Diploma or equivalent required
SIE, Series 6 or 7, Series 26 or 24, and Series 63 required, upon hire
Series 65 license, within 90 days of hire
Preferred
Bachelors degree preferred
90 Days • Certified Financial Planner (CFP) or Chartered Financial Consultant (CHFC) preferred
Develops and delivers effective presentations
Comfortable presenting on financial products and concepts to a large audience
Ability to analyze and interpret financial data
Ability to conduct thorough financial reviews
Possesses strong technical aptitude
Ability to navigate a customer relationship management system to leverage customer data
Seeks to acquire knowledge in area of specialty. Understands current tax laws, life, and financial products
Effective interpersonal skills
Friendly and service-oriented
Performs work independently with minimal supervision
Ability to influence internal and/or external constituents
Benefits
Medical
Dental
Vision
Health Savings and Flexible Spending Accounts
Life Insurance
Paid Time Off
Company
Farmers Insurance
The companies comprising the Farmers Insurance Group of Companies® currently make up one of the country's largest insurers of vehicles, homes and small businesses, and provide a wide range of other specialty insurance and financial services products.
10001+ employees
H1B Sponsorship
Farmers Insurance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (76)
2023 (86)
2022 (129)
2021 (106)
2020 (90)
Funding
Current Stage
Late StageLeadership Team
Jose Tamayo
Agency Owner
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