Farmington Insurance & Financial Solutions Advisor

Farm Bureau Financial Services; Farmington (NM); On-site; USD 45,000 - 75,000; Full time

Job summary

Farm Bureau Financial Services in Farmington, NM, seeks a full-time Salesperson to serve client members and local businesses, assessing coverage needs, presenting policy options, and recommending tailored solutions. On-site, you will build relationships, prospect leads, and coordinate with internal teams to deliver service.

You will engage in community outreach, maintain accurate records, and stay compliant with licensing and regulatory standards.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Willingness to obtain and maintain appropriate insurance licenses.
• Prior experience in insurance, financial services, or consultative sales is beneficial but not mandatory.

Responsibilities

• Meet with individuals and businesses to assess coverage and financial needs.
• Explain policy options and investment-related offerings within licensing requirements.
• Prospect and network, follow up on leads, and conduct policy reviews.
• Maintain accurate records in compliance with company and regulatory standards.
• Collaborate with internal teams and participate in community outreach and marketing activities.
• Provide ongoing service to help client/members adjust coverage as life changes.

Skills

Sales & relationships

Communication

Active listening

Financial literacy

Time management

CRM experience

Integrity

Independent on-site work

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM tools

Job description

Farm Bureau Financial Services in Farmington, NM, seeks a full-time Salesperson to serve client members and local businesses, assessing coverage needs, presenting policy options, and recommending tailored solutions. On-site, you will build relationships, prospect leads, and coordinate with internal teams to deliver service.

You will engage in community outreach, maintain accurate records, and stay compliant with licensing and regulatory standards.