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Job Description
Job Summary
This role provides customers and qualified leads financial reviews to increase household penetration rate of Farmers New World Life and Farmers Financial Solutions third party products. The position builds awareness of services provided and follows up with interested customers. It services as the primary point of contact for life and financial services for Farmers Insurance customers in an assigned region. Work is preformed independently with minimal supervision.
Essential Job Functions
- Conducts financial reviews and assists customers in selecting life and financial products to meet their financial goals.
- Develops and delivers financial plans for customers.
- Hosts monthly educational seminars with third-party providers.
- Engages current customers with targeted marketing to introduce wealth management services.
- Conducts individual check-ins and follow-ups and promotes the services of qualified Farmers Financial Services Agents (FSAs).
- Stays updated on industry knowledge by meeting with product providers on product information and attending industry conferences on emerging topics such as the latest tax laws and technology developments.
- Partners with underwriting to resolve not-in-good-order issues and servicing customer accounts.
- Performs other duties as assigned.
Education Requirements
- High School Diploma or equivalent required.
- Bachelors degree preferred.
- SIE, Series 6 or 7, Series 26 or 24, and Series 63 required..
- Series 65 license required.
- 90 Days *Certified Financial Planner (CFP) or Chartered Financial Consultant (CHFC) preferred.
Experience Requirements
- 5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services.
Additional Qualification
- Develops and delivers effective presentations.
- Comfortable presenting on financial products and concepts to a large audience.
- Ability to analyze and interpret financial data.
- Ability to conduct thorough financial reviews.
- Possesses strong technical aptitude.
- Ability to navigate a customer relationship management system to leverage customer data.
- Seeks to acquire knowledge in area of specialty. Understands current tax laws, life, and financial products.
- Effective interpersonal skills.
- Friendly and service-oriented.
- Performs work independently with minimal supervision.
- Ability to influence internal and/or external constituents.
Physical Actions
Job is performed in-person at a Farmers office or virtually at an approved alternative work location. The physical work environment is indoors and climate-controlled with adequate lighting and ventilation. Normal and customary distractions include background noise produced by office equipment and chatter among people, as well as interruptions. Frequently sits for prolonged periods of time, up to a full shift. Occasionally moves about the workplace including, navigating stairs, ramps, and level or uneven surfaces. Occasionally moves, pushes, pulls, lifts, carries, and/or places objects or materials weighing up to 25 pounds without assistance. Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to perform job duties. Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift. Rarely performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below the knees. Possesses clear vision, with or without correction, to visually read and verify information. Relies on depth perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in terrain and locating objects. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace. Jobs in this category require rare, if any, travel.