Wealth Management Consultant - Field-Based, 80% Travel

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

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