Insurance Sales Representative

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

Company Description

Farm Bureau Financial Services is a long-established provider of insurance and financial services, originally founded to serve farmers and ranchers and now supporting client/members across 14 Western and Midwestern states. The organization offers a broad portfolio of products, including auto, home, life, farm/ranch, business insurance, as well as wealth management and financial planning services. Its exclusive multi-state agent force focuses on building long-term relationships and helping individuals and businesses protect their futures. Team members benefit from working with a respected brand backed by specialized affiliates in property-casualty, life insurance, annuities, and investment services.

Role Description

The Salesperson is a full-time, on-site role based in Farmington, NM, focused on providing insurance and financial services solutions to client/members and prospects in the local community. Day-to-day responsibilities include meeting with individuals and businesses to assess their coverage and financial needs, explaining policy options and investment-related offerings within licensing and registration requirements, and recommending tailored solutions. The role involves prospecting and networking, following up on leads, conducting policy reviews, and maintaining accurate records in compliance with company and regulatory standards. The Salesperson collaborates with internal teams, participates in community outreach and marketing activities, and provides ongoing service to help client/members adjust their coverage as life circumstances change.

Qualifications

• Proven sales, customer service, and relationship-building skills, with the ability to identify needs and present solutions clearly.
• Strong communication, active listening, and interpersonal skills to engage diverse clients and explain complex information in accessible terms.
• Basic financial and insurance literacy, with the capacity to learn company products, compliance requirements, and licensing standards.
• Solid organizational and time-management skills, including the ability to manage multiple client conversations, follow-ups, and documentation.
• Comfort using technology and CRM tools for managing client information, scheduling, and reporting.
• High level of integrity, professional ethics, and a client-focused mindset aligned with regulatory and company expectations.
• Ability to work independently on-site in Farmington, NM, while collaborating effectively with colleagues and leadership.
• High school diploma or equivalent required; bachelor’s degree in business, finance, marketing, or a related field is preferred.
• Willingness to obtain and maintain appropriate insurance licenses and registrations as required for the products offered.
• Prior experience in insurance, financial services, or consultative sales is beneficial but not mandatory.