Life & Financial Planning Advisor - Onsite in Huron, SD

Farm Bureau Financial Services; Huron (SD); On-site; USD 55,000 - 75,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Financial Planning

Retirement Planning

Finance and Financial Services

Communication skills

Licensing (life & financial services)

Job description

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.