Sr Wealth Management Consultant

Farm Bureau Financial Services; Albuquerque (NM); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

Company Vehicle

Expense Allowances

Job summary

An established industry player is seeking a dynamic Sr. Wealth Management Consultant to drive sales across New Mexico. This role involves partnering with agents to cross-sell a diverse portfolio of life insurance and investment products, ensuring clients receive tailored financial planning. With a strong emphasis on autonomy and results-driven performance, the ideal candidate will possess a robust knowledge of financial products and a proven track record in sales. Join a company that values its employees and offers growth opportunities in a supportive environment.

Qualifications

• 4+ years of relevant experience in financial services or insurance sales.
• Must have life/health insurance licenses and FINRA series 6 and 63.

Responsibilities

• Partner with agents to drive sales of life insurance and investment products.
• Travel extensively up to 80% of the time to territory locations.

Skills

Life Insurance Sales

Investment Products Knowledge

Financial Planning

Client Relationship Management

Sales Strategy Development

Autonomy in Work

Education

College Degree in Finance or Business

CLU, ChFC, CFP, or LUTCF Certifications

Job description

Join to apply for the Sr Wealth Management Consultant role at Farm Bureau Financial Services

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Join to apply for the Sr Wealth Management Consultant role at Farm Bureau Financial Services

Sr. Wealth Management Consultant

We are seeking an extremely driven, self-motivated, and dynamic individual to partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased traditional & variable life, fixed & variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care & disability income product sales, consistent with established sales goals within an assigned region of Farm Bureau Life's New Mexico marketing territory.

Who We Are: Through an exclusive network of 4,000 field associates, supported by 1,600 employees, Farm Bureau Financial Services helps protect livelihoods and futures by offering insurance products, investment products, and personalized financial planning for every stage of life. We've been delivering on our promise of being there when it matters most for clients/members for more than 80 years and we're exceptionally proud of our consistently excellent ratings.

What You'll Do: As a Sr. Wealth Management Consultant, you will partner with agents across New Mexico by means of joint production (95% of the time) to drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business.

This position offers a base salary with commission based on sales. We provide a comprehensive benefits package, company vehicle, and expense allowances.

What It Takes To Join Our Team

• College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required, CLU, ChFC, CFP, or LUTCF are preferred.
• Must have life/health insurance licenses as well as FINRA series 6 and 63 as a minimum. There is a preference of 7 and 66 or 63/65. Must test for the Series 7 within 90 days of employment and pass Series 7 within the first year of employment.
• Be a motivated and energetic individual with the ability to drive results with a high degree of autonomy.
• Be capable of driving production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, & Disability Income products by serving as the primary liaison for Farm Bureau Life in the delivery of sales, life, and investment product-related material to the captive MLEA distribution channel.
• Have the ability to travel extensively up to 80% of the time to territory locations.
• Have a broad and comprehensive knowledge of life, annuity, disability & long-term care insurance, investment products, and financial planning with knowledge and experience in applying those products in sales situations. Be the subject expert regarding expansive portfolio of life products, proprietary annuity, and non-proprietary mutual funds.
• A valid driver's license and satisfactory Motor Vehicle Records are required.

If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today!

Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.