What are the responsibilities and job description for the Licensed Insurance Agent - Investment Advisor position at Farm Bureau Financial Services?
Being a Farm Bureau agent is all about building relationships, being a pillar in your community, making a difference, and helping people protect what matters most to them. As an Investment Advisor Representative, you will leverage your financial acumen to support your clients in a broad variety of ways.
As you build and manage your own business, you have the opportunity to educate others about how they can help their family and improve their future. This is an opportunity to make an impact by ensuring that your clients are protected.
Daily tasks can include:
- Meeting with prospective and current clients
- Managing policy renewals
- Analyzing coverage and investment options and explaining details to clients
- Supporting claims processes, including conducting visits as needed
- Keeping client and business records
- Working with underwriting
- Promote your business through social media, postcards, and phone calls
- Ensuring you are up-to-date on industry regulations and product offerings
- Overseeing your business, including budgets and hiring
Farm Bureau Financial Services also has ongoing training and education opportunities, sales and marketing support and resources to help you get your business off the ground. From marketing coaches to district managers, you will be supplied with the tools necessary to become a successful agent. Visit BeAFarmBureauAgent.com to learn more
Applicants should have an entrepreneurial attitude with an interest in operating a business. We're looking for a goal-oriented individual with proven personal and financial success, natural drive, and a desire to help others. The ability to manage an office, hire staff, and develop marketing and sales plans is required. Experience in an agriculture-related field is a bonus. FINRA 7/66 or 6/63 licenses are required.
Salary : $85,000 - $115,000