What are the responsibilities and job description for the Financial Services Specialist position at Farmers Insurance Group?
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Workplace: Hybrid ( #LI-Hybrid ), Remote ( #LI-Remote )
Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.
Job Summary
This role provides customers and qualified leads financial reviews to increase household penetration rate of Farmers New World Life and Farmers Financial Solutions third party products. The position builds awareness of services provided and follows up with interested customers. It services as the primary point of contact for life and financial services for Farmers Insurance customers in an assigned region. Work is preformed independently with minimal supervision.
Essential Job Functions
- 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.
Education Requirements
- High School Diploma or equivalent required.
- Bachelors degree preferred.
- SIE, Series 6 or 7 and Series 63 required.
- Series 65 or 66 preferred or required within 90 days of hire
- Certified Financial Planner (CFP) or Chartered Financial Consultant (CHFC) preferred.
Experience Requirements
- 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.
Additional Qualification
- 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.
Physical Actions
Benefits
- Farmers offers a competitive salary commensurate with experience, qualifications and location.
- Salary regardless of location $60k unlimited bonus
- 401(k)
- Medical
- Dental
- Vision
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
- Paid Parental Leave
- Tuition Assistance
Job Location(s): US States excluding California, New York & Washington
Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.
Benefits:
Vacation & Paid Time Off, Health Insurance, 401K PlanSalary : $60,000