Insurance Advisor & Community Growth Specialist

Farm Bureau Financial Services; Marshall (MN); Sur place; USD 113 000 - 138 000; Plein temps

Avantages offerts par ce poste

Ongoing training

Marketing tools & coaching

Bonuses & incentives

Community presence

Résumé du poste

Farm Bureau Financial Services is seeking an Insurance Sales Agent to help clients protect what matters most. This role emphasizes building trusted relationships, guiding clients through insurance options, and growing a client base in Minnesota.

Responsibilities include developing new business through networking, delivering personalized insurance solutions, and maintaining strong client relationships while navigating claims and policy renewals. Strong communication and CRM familiarity are valued.

Qualifications

• Proven sales success with a track record of meeting or exceeding goals.
• Strong relationship-building skills and trust with clients.
• Experience managing business operations and office tasks.
• Excellent communication to explain insurance concepts clearly.
• Self-motivated to prospect, market, and grow a client base.
• Experience in financial services or insurance preferred but not required.
• Familiarity with CRM systems to maintain client records is an asset.
• Track record of personal or professional success.
• Ability to manage office operations and staff hiring.
• Marketing and sales plan creation/execution experience required.
• Background in agriculture is a plus.

Responsabilités

• Build and maintain strong, long-term client relationships by understanding needs and goals.
• Provide personalized insurance and financial solutions to protect assets.
• Prospect and develop new business through networking and community outreach.
• Conduct needs assessments and deliver value-focused recommendations across products.
• Educate clients on coverage options and risk management strategies.
• Deliver high-quality customer service and respond promptly to inquiries.
• Stay current on industry trends, products, and regulations.
• Collaborate with internal teams and utilize training resources to improve performance.
• Set and achieve sales and service goals, tracking progress and adjusting strategies.
• Represent Farm Bureau Financial Services in the community with local engagement.
• Maintain accurate records of client interactions and activity.
• Guide clients through the claims process when needed.
• Collaborate with underwriting as needed and manage policy renewals.

Connaissances

Sales success

Relationship building

Prospecting & growth

Communication skills

CRM familiarity

Marketing planning

Independent / self-motivated

Outils

CRM systems

Description du poste

Farm Bureau Financial Services is seeking an Insurance Sales Agent to help clients protect what matters most. This role emphasizes building trusted relationships, guiding clients through insurance options, and growing a client base in Minnesota.

Responsibilities include developing new business through networking, delivering personalized insurance solutions, and maintaining strong client relationships while navigating claims and policy renewals. Strong communication and CRM familiarity are valued.