Life and or Financial Services Specialist

Farm Bureau Financial Services; Huron (SD); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Farm Bureau Financial Services is seeking a Life and Financial Services Specialist in Huron, SD. This full-time, on-site role focuses on helping clients understand life insurance, annuities, and financial services aligned with long-term goals.

You will meet with clients, perform needs assessments, create tailored plans, present options, and maintain relationships through reviews and policy servicing, while collaborating with internal teams and engaging with the local community.

Qualifications

• Licenses to be in life and financial services within defined timeframe.
• Experience in insurance, financial advising, or related client-facing roles is beneficial.
• Ability to work on-site in Huron, SD and manage a local client base.
• Strong ethical standards, attention to detail, and goal-oriented service focus.

Responsabilités

• Meet with clients to understand needs and goals.
• Conduct needs assessments and develop tailored life and financial plans.
• Present appropriate life insurance, annuity, and financial service options.
• Maintain ongoing client relationships through reviews and policy servicing.
• Proactively reach out to support changing client needs and opportunities.

Connaissances

Financial Planning

Retirement Planning

Finance and Financial Services

Communication skills

Licensing (life & financial services)

Description du poste

Farm Bureau Financial Services, founded over 80 years ago to support farmers and ranchers, has evolved into a comprehensive provider of insurance and financial services. The organization serves client/members across 14 Western and Midwestern states with a broad range of products, including auto, home, life, farm/ranch, business, and more. Its advisors deliver wealth management and financial planning services, helping individuals and families protect and grow their financial futures. Headquartered in West Des Moines, Iowa, Farm Bureau Financial Services operates through a network of affiliated companies and licensed professionals committed to personalized, community-focused service.

Role Description

The Life and/or Financial Services Specialist is a full-time, on-site role based in Huron, SD. This role focuses on helping client/members understand and select life insurance, annuity, and financial services solutions that align with their long-term goals. Day-to-day responsibilities include meeting with clients, conducting needs assessments, developing tailored life and financial plans, and presenting appropriate product options. The specialist will maintain ongoing relationships through regular reviews, policy and account servicing, and proactive outreach to support changing client needs. The role also involves collaborating with internal teams, staying current on industry trends and regulatory requirements, and participating in local marketing and community engagement activities.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to help clients build and maintain long-term strategies.
• Candidates should possess skills in Finance and Financial Services to understand product offerings and overall financial solutions.
• Candidates should possess strong Communication skills to explain complex concepts clearly and build trusted client relationships.
• Relevant licenses or the ability to obtain required life and financial services licenses within a defined timeframe.
• Previous experience in insurance, financial advising, or a related client-facing role is beneficial.
• Ability to work on-site in Huron, SD, manage a local client base, and participate in community and networking events.
• Strong ethical standards, attention to detail, and comfort working in a goal-oriented, service-focused environment.