Job Description

Job Summary:

At Team North Star, we are excited to continue to grow and expand the ways that we can help customers be smarter about life insurance and financial services through the Farmers Financial Services Agent (FSA) program.

FSAs have an opportunity to develop their own life insurance and financial services business. They can also build lasting relationships with the full-time agents (FTAs) who ask them to introduce life insurance and financial services options to current Farmers customers in their agencies. Farmers agents have helped build Farmers into one of the most recognizable brands in the country. Using that strong brand, the existing relationships Farmers agents have with our customers, and their knowledge and experience, FSAs have a tremendous opportunity to make a big difference in the customers lives as well as their own.

Benefits

Responsibilities

Duties:

- Provide life insurance and financial advice and solutions to clients

- Assist clients in understanding various financial products and services

- Conduct financial assessments to determine clients' needs and goals

- Develop personalized financial plans based on clients' objectives

- Implement strategies for wealth management and investment planning

- Monitor and review clients' financial situations regularly

Requirements

• Licenses and Registration - Must have Series 6 or 7, Series 63, and state life insurance license.
• At least 2 years of customer-facing sales experience in the Life and Financial Services industry.
• Complete a panel interview with the Farmers District Office.
• Any outside appointments do not present a conflict of Interest
• Proven experience in customer service within a financial setting
• Knowledge of HIPAA regulations and compliance
• Familiarity with insurance sales and benefits administration
• Strong background in outside sales or retail sales
• Proficiency in sales techniques, including telemarketing and sales administration
• Multilingual abilities are a plus