Farm jobs in United States

Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs, and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Roles and Responsibilities:

• Support the development of the agency operation through the sales and profitable growth of life, group, and wealth management products.
• Service and support the life, group, and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross-sell all lines of business by completing needs analysis for clients in accordance with the agency’s Business Plan.
• Complete front-line risk assessment and selection, following underwriting guidelines.
• Complete home, commercial, and farm inspections as required.
• Achieve individual goals for client service, sales, quality, and productivity and contribute to the achievement of overall agency sales and growth goals.
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
• Support programs to build multi-client relationships.
• Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately.
• Support the agency team in their daily activities.

Working Conditions:

Physical:

• Regular office environment with some evening work required and some travel outside of the office. Willing to work flexible hours.

Qualifications and Skills Required:

• Life License
• LLQP
• A PFA, CLU, or CFP isn’t required but is a bonus
• Meet all provincial licensing requirements in accordance with continuing education to obtain and maintain all licenses.
• A minimum of two (2) years of sales experience or related business or marketing experience is preferred.
• Knowledge of insurance products and strong underwriting skills is an asset.
• Strong skills in communication (verbal and written), organization, time management, client service, decision-making, and problem-solving.
• Candidate must be comfortable in a technology-dependent environment including proficiency with Microsoft Office.
• A valid driver’s license may be required.
• The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Performance Measures:

• Achievement of individual sales goals with a strong focus on consistent and proactive sales activity.
• Strong contribution to the achievement of the agency’s goals.
• Contribution to the achievement of multi-line client targets.
• Strong commitment to ongoing personal and professional development.
• Level of customer satisfaction as measured through client feedback.
• Demonstration of client needs analysis through commitment to the use of financial security planning tools.
• Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines.
• Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback.
• Work independently and effectively use and apply the resources available.

Impact on the Organization:

• Contribution to profitable growth and positive retention in the agency as measured by key indicator reports.
• Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports.
• Impact on organizations’ trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information.
• Associate Life/Wealth Insurance Advisors are the face of the organization to our clients.

Impact on the Client:

• Focus on relationship building with clients and effectively communicate with clients to deliver on the service promise.
• Timely delivery of services and responses to client inquiries – once and once-and-done approach.

Impact on Team/Staff Development:

• Effectiveness of working relationships with peers, agents, and district management team.
• Demonstrated leadership ability in building a strong team environment.
• Contribution to the motivation and engagement of the agency team.
• Works cooperatively with others to accomplish objectives.
• Achievement of targets set by both team and individual.
• Ability and initiative to take on new and challenging assignments.