What are the responsibilities and job description for the Insurance Sales Representative position at Farm Bureau Financial Services?
Company Description Farm Bureau Financial Services is a comprehensive financial services provider with more than 80 years of history serving individuals, families, and businesses. The company offers a full suite of insurance and financial services products, including auto, home, life, farm/ranch, business insurance, and wealth management solutions. Serving client/members across 8 Western and Midwestern states, Farm Bureau Financial Services works through an exclusive multi-state agent network. Team members benefit from a stable, mission-driven organization focused on helping clients protect their futures and plan for long-term financial security.
Role Description This full-time, on-site Insurance Sales Representative role is based in York, NE. The Insurance Sales Representative will build and maintain client relationships, assess client needs, and recommend appropriate insurance products such as auto, home, life, farm/ranch, and business policies. Daily responsibilities include prospecting new clients, conducting consultations, preparing personalized quotes, and following up on leads and referrals. The role involves providing responsive customer service, handling policy changes and renewals, and coordinating with internal teams to ensure accurate and timely policy processing. The Insurance Sales Representative will also participate in community and networking events, maintain detailed records in the CRM system, and stay current on product offerings, regulations, and industry trends.
Qualifications
- Strong skills in Insurance Sales, with a proven ability to meet or exceed targets and build long-term client relationships.
- Experience in Customer Service, demonstrating professionalism, active listening, and problem-solving in client interactions.
- Knowledge of Insurance products and Insurance Brokerage practices, or the ability and willingness to learn quickly.
- Ability to obtain and maintain required state insurance licenses; existing insurance licensing is preferred.
- Effective communication and presentation skills, both written and verbal.
- Comfort with using CRM tools and basic office software to track leads, opportunities, and client information.
- Self-motivated, goal-oriented, and able to work independently while collaborating with a local team.
- High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field is a plus.
- Prior experience in insurance, financial services, or consultative sales is strongly preferred but not required for highly motivated candidates.