What are the responsibilities and job description for the Sales Associate - Financial Services position at Farm Bureau Financial Services - Cade Timmerman Agency?
Job description:
Financial Services Sales Associate
Farm Bureau Financial Services — Cade Timmerman Agency
Job Type: Full-Time/Part-Time
Compensation: Commission-Based Incentive Opportunities
Schedule: Monday–Friday
About The Position
Do you thrive in a work environment where you must multi-task, have strong organization skills and be self motivated?
Are you Connected and involved in your community? Are you coachable and a team player?
The Cade Timmerman Agency with Farm Bureau Financial Services is looking for a motivated, outgoing, and goal-oriented Financial Services Sales Associate to join our team.
This is an excellent opportunity for someone who enjoys building relationships, helping people plan for their financial future, and creating their own success through sales. The ideal candidate is competitive, coachable, professional, and comfortable talking with people from a variety of backgrounds. You will work directly with clients to understand their needs and help them identify insurance and financial service solutions that fit their goals.
We are seeking a dynamic and self motivated Financial Services Sales Associate to join our team!
In this energetic role, you will be the driving force behind building strong client relationships, promoting a wide range of insurance products, and delivering exceptional customer service. Your enthusiasm and expertise will help clients navigate their financial needs, from health and life insurance to property and casualty coverage. This position offers an exciting opportunity to grow your sales skills while making a meaningful impact on our clients’ financial well-being.
Duties
- Engage with potential clients through outside sales efforts, including community events, networking, and telemarketing campaigns to generate leads and expand our customer base.
- Conduct thorough analysis of clients’ insurance needs by assessing their health, property, life, and commercial risks to recommend suitable coverage options.
- Negotiate policy terms and premiums with clients, ensuring mutually beneficial agreements that meet their financial goals.
- Build lasting customer relationships through personalized communication, ongoing support, and benefits administration assistance.
- Maintain accurate records of client interactions using CRM (Customer Relationship Management) systems and sales administration tools.
- Stay informed about insurance regulations, product updates, and industry trends to provide knowledgeable guidance.
- Collaborate with team members to develop tailored insurance solutions that align with clients’ unique circumstances.
Requirements
- Generate new business via telephone, networking, and other lead sources
- Develop insurance proposals, deliver sales presentations, and close sales
- Develop ongoing networking relationships
- A valid driver’s license
- Oral and written communication skills as appropriate to this position.
- Obtaining Property/Casualty license within 45 days of hire date
- Ability to read, write and speak the English language.
- Previous Sales experience preferred
Insurance Sales Associate Qualifications:
- Willingness to learn, be intuitive and resourceful
- Possess an upbeat, positive and enthusiastic attitude
- Self-starter with a sense of urgency
- Excellent communication/interpersonal skills
- Confident, strong work ethic and independent
- Highly self-motivated
- Customer service focused
- Entrepreneurial Mindset
Compensation & Opportunity
This is a commission-based sales position with the opportunity to earn based on your production and success.
Additional opportunities may include:
- Performance-based incentives
- Bonuses and recognition opportunities
- Ongoing sales and product training
- Professional development
- Opportunity to build a long-term career in financial services
- Potential to grow within the agency
Compensation and incentive opportunities are subject to applicable company programs, qualifications, and guidelines.
In addition to our quality products, we have access to extremely qualified specialists in the areas of Farm/Ranch Operations, Commercial Insurance, Estate Funding, Retirement Funding, Education Funding, and Advanced Insurance Planning.
Why Farm Bureau is different
- Protecting Livelihoods and Futures- we’ve got it covered with a wide variety of property/casualty, life insurance, and annuity products.
- Dedicated Team- Along the way you’ll be backed by a team of talented supportive people including; an Agency Manager, Assistant Agency Manager, Field Training Consultant, Field
- Commercial Underwriter, Field Ag Underwriter, Regional Financial Consultant, Sales Coach, Just in Time team, and more
- A.M Best “A” Company- Farm Bureau’s positive rating attributes include the strong risk-adjusted capitalization, favorable five-year operating performance and well-established market presence.
Why Join Our Agency?
At the Cade Timmerman Agency, you'll have the opportunity to build more than just a sales career. You'll develop lasting relationships in your community while helping individuals, families, and businesses protect what matters most and work toward their financial goals.
If you're looking for a career where your effort directly impacts your income and growth, we'd like to hear from you.
How to Apply
If you're motivated, competitive, personable, and ready to build a career in financial services, apply today.
We look forward to learning more about you!
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Work Location: Hybrid remote in Hiawatha, IA 52233
Salary : $80,000 - $120,000