Sr Wealth Management Consultant

Farm Bureau Financial Services; Sachsenburg; On-site; EUR 80,000 - 124,000; Full time

Benefits offered by this job

Comprehensive benefits

Company vehicle

Expense allowances

Job summary

Farm Bureau Financial Services seeks a Sr. Wealth Management Consultant to partner with exclusive agents, driving cross-sell of life insurance and investment products across a broad portfolio.

The role emphasizes collaboration, regulatory licensure, and a strong sales track record. The ideal candidate will hold relevant licenses (Series 6/63, Series 7 planned within a year) and a finance-focused degree, with the ability to travel extensively and deliver strategic financial planning while meeting

Qualifications

• College degree in Finance or Business or equivalent plus four years of relevant experience; licenses preferred (CLU/ChFC/CFP/LUTCF).
• Must have life/health insurance licenses as well as FINRA Series 6 and 63 minimum; Series 7 tested within 90 days and passed in the first year.
• Be an energetic self-starter with high autonomy to drive results.
• Drive sales across Life, Annuity, Mutual Funds, Long-Term Care, and Disability Income products as liaison for Farm Bureau Life.
• Willingness to travel up to 80% to territory locations.
• Broad knowledge of life products, annuities and investment funds to support cross-selling.

Responsibilities

• Partner with agents in an assigned territory to drive cross-selling of life and investment products.
• Drive production across Life, Annuity, Mutual Funds, Long-Term Care and Disability Income offerings.
• Serve as primary liaison for Farm Bureau Life to the captive MLEA distribution channel.
• Coordinate delivery of sales materials and financial planning resources to agents and clients.

Skills

Self-motivation

Sales-focused

Financial planning knowledge

Autonomy

Education

College degree in Finance or Business

CLU

ChFC

CFP

LUTCF

Tools

Life/Health Insurance Licenses

FINRA Series 6

FINRA Series 63

Series 7 readiness

Job description

Sr. Wealth Management Consultant

We are seeking an extremely driven, self-motivated, and dynamic individual to partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased traditional & variable life, fixed & variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care & disability income product sales, consistent with established sales goals within an assigned region of Farm Bureau Life’s marketing territory.

Who We Are:

Through an exclusive network of 4,000 field associates, supported by 1,600 employees, Farm Bureau Financial Services helps protect livelihoods and futures by offering insurance products, investment products, and personalized financial planning for every stage of life. We’ve been delivering on our promise of being there when it matters most for clients/members for more than 80 years and we’re exceptionally proud of our consistently excellent ratings.

What You’ll Do:

As a Wealth Management Consultant, you will partner with agents across an assigned territory by means of joint production (95% of the time) to drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business.

This position offers a base salary with commission based on sales. We provide a comprehensive benefits package, company vehicle, and expense allowances.

What It Takes to Join Our Team:

• College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required, CLU, ChFC, CFP, or LUTCF are preferred.
• Must have life/health insurance licenses as well as FINRA series 6 and 63 as a minimum. There is a preference of 7 and 66 or 63/65. Must test for the Series 7 within 90 days of employment and pass Series 7 within the first year of employment.
• Be a motivated and energetic individual with the ability to drive results with a high degree of autonomy.
• Be capable of driving production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, & Disability Income products by serving as theprimary liaison for Farm Bureau Life in the delivery of sales, life, and investment product-related material to the captive MLEA distribution channel.
• Have the ability to travel extensively up to 80% of the time to territory locations.
• Have a broad and comprehensive knowledge of life, annuity, disability & long-term care insurance, investment products, and financial planning withknowledge and experience in applying those products in sales situations. In other words, be the subject expert regarding expansive portfolio of lifeproducts, proprietary annuity, and non-proprietary mutual funds.
• A valid driver’s license and satisfactory Motor Vehicle Records are required.

If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to

Work Authorization/Sponsorship:

At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.