Licensed Investment Advisor / Insurance Agent

Farm Bureau Financial Services; Carlsbad (NM); On-site; USD 60,000 - 120,000; Full time

Job summary

Farm Bureau Financial Services invites you to explore agency ownership with a focus on building relationships, serving your community, and helping families protect what matters most.

As you build and manage your own business, you will receive ongoing training, sales and marketing support, and tools to grow your agency, with district managers and coaches guiding your path.

Qualifications

• Entrepreneurial attitude with interest in operating a business.
• Goal-oriented individual with proven personal and financial success and natural drive.
• Ability to manage an office, hire staff, and develop marketing and sales plans.
• Agency ownership is a 1099 contract position with Farm Bureau Financial Services; agriculture experience is a bonus.

Responsibilities

• Meeting with prospective and current clients
• Analyzing coverage and investment options and explaining details to clients
• Promoting your business, budgeting and scaling your team
• Ensuring you are up-to-date on industry regulations and product offerings
• Maintaining client and business records
• Collaborating with underwriting and claims teams to provide world class customer service

Job description

Agency ownership with Farm Bureau Financial is all about building relationships, being a pillar in your community, making a difference, and helping people protect what matters most to them.

As you build and manage your own business, you have the opportunity to educate others about how they can help their family and improve their future. This is an opportunity to make an impact by ensuring that your clients are protected.

Daily tasks can include:

• Meeting with prospective and current clients
• Analyzing coverage and investment options and explaining details to clients
• Promoting your business, budgeting and scaling your team
• Ensuring you are up-to-date on industry regulations and product offerings
• Maintaining client and business records
• Collaborating with underwriting and claims teams to provide world class customer service

Farm Bureau Financial Services provides ongoing training and education opportunities, sales and marketing support and resources to help you maximize your business' potential. From marketing coaches to district managers, you will be supplied with the tools necessary to become a successful agent. Visit BeAFarmBureauAgent.com to learn more.

Applicants should have an entrepreneurial attitude with an interest in operating a business. We're looking for a goal-oriented individual with proven personal and financial success, natural drive, and a desire to help others. The ability to manage an office, hire staff, and develop marketing and sales plans is required. Experience in an agriculture-related field is a bonus. Agency ownership is a 1099 position operating on a contract basis with Farm Bureau Financial Services.