Farm Bureau Financial Services logo

Sr Wealth Management Consultant

Farm Bureau Financial Services
  • Kansas City, Kansas
    Today

    Job Description

    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 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 Wealth Management Consultant, you will partner with agents across an assigned territory 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. In other words, 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 ar

    Numbers & Facts

    LocationKansas City, Kansas
    IndustryFinancial Services
    Company Size2,500 to 4,999 employees
    Year Founded1939
    Websitehttp://www.beafarmbureauagent.com

    About Company

    Farm Bureau Financial Services is looking for people to join our team. Are you interested in running your own business and helping others? As a Farm Bureau agent, you’ll sell insurance products, but being an agent is about so much more – it’s about building relationships and being an advocate for people in your community. Founded more than 75 years ago, we started off providing insurance for farmers. Today, we help people from all walks of life – rural, urban, and everything in between. We couldn’t be more proud of our heritage and our close relationship with the Farm Bureau federations in the states where we do business. When it comes to protecting livelihoods and futures, we’ve got it covered with a wide variety of property/casualty, life insurance, and financial services products.

    When you make a commitment to be a Farm Bureau agent, we make a commitment to you. We believe that little things make a big difference in your career, and at Farm Bureau, that means deciding on a work schedule that fits your life, new agent financing, marketing support, training and education, cash bonuses, incentive travel, and most importantly, you’ll be backed by a team of talented and supportive individuals who want to see you succeed. We invite you to take control of your professional future by visiting beafarmbureauagent.com. Click Get Started and apply today.

    Skills

    • Annuitiesunmatched
    • Cross-Sellingunmatched
    • Distribution Channelunmatched
    • Driver's Licenseunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Futuresunmatched
    • Health Insuranceunmatched
    • Insuranceunmatched
    • Investment Managementunmatched
    • Life Insuranceunmatched
    • Long-Term Careunmatched
    • Management Consultingunmatched
    • Marketingunmatched
    • Mutual Fundsunmatched
    • Salesunmatched
    • Series 6unmatched
    • Set Goalsunmatched
    • Variable Annuitiesunmatched
    • Wealth Managementunmatched
    • Willing to Travelunmatched

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