Financial Services Professional

3 days ago


Amarillo, Texas, United States Staff My Agency Full time
Financial Services Associate

About the Role:

As a Financial Services Associate, you will play a crucial role in supporting our district's agents while building your own client relationships and business. You will be instrumental in promoting our life insurance and financial services offerings, providing sales ideas and training to district agents, and serving as the district contact for life insurance and Financial Services (FFS) inquiries.

Key Responsibilities:

  • Develop and implement sales strategies to promote life insurance and financial services products.
  • Provide training and support to district agents on life insurance and financial services offerings.
  • Manage group emails and maintain trackers to ensure effective communication and organization.
  • Attend district gatherings and training sessions to stay up-to-date on industry developments and best practices.
  • Conduct one-on-one sales sessions with assigned agencies, sharing commissions based on performance.
  • Collaborate with agency staff to cross-sell services and train them on life insurance offerings.
  • Set and achieve monthly life premium and income goals, reporting weekly progress to the team.
  • Maintain a minimum number of agent contacts weekly.
  • Participate in weekly staff update meetings to ensure alignment and coordination.

Requirements:

  • State life and health license with corresponding variable authority.
  • Minimum of 1 year of customer-facing sales experience in life insurance and financial services.
  • Satisfactory results of a background check.

Resources & Support:

  • Access to Farmers' customer base as a service provider for full-time agents.
  • Dedicated case manager, Financial Services Director, and Life Sales Consultants.

Incentives:

  • Competitive incentives including commissions on mutual funds, annuities, and life insurance.
  • Commission split options as a service provider to full-time agents.
  • Bonus opportunities including the Life Insurance New Business Accelerator and Fast Start Promotion.
  • Award opportunities including Topper Club qualification and MDRT recognition.

About Farmers:

Join a team that has helped establish Farmers as one of the most recognizable brands in the country. With your skills and our support, you can make a lasting difference in the lives of our customers while building a successful career.



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