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Farmers Financial Services Representative
4 weeks ago
Farmers Financial Services Agent
As a Financial Services Agent, you will work to build lasting relationships with Farmers agents in the District who ask their FSA to help them introduce life insurance and financial services options to current Farmers customers. This role is focused primarily in life insurance and financial services products. The FSA will also have an opportunity to develop their own life insurance and financial services business.
Benefits
Commission Only
Flexible Schedule
Hands on Training
Career Growth Opportunities
Work from Home
Responsibilities
- Work with agents to develop marketing strategies
- Conduct face-to-face or virtual meetings with clients
- Prepare sales illustrations
- Complete life and financial services product applications and submit to the company
- Track pending policies through the underwriting process to ensure timely underwriting review
Requirements
Licensing & Experience
- Must have series 6 or 7 and 63
- Must have an active California Life and Accident & Health License
- At least 1 year of customer facing sales experience in Life Insurance sales the Financial Services industry
- Proven track record
Background & Credit Check
Satisfactory results of background and credit check
About the Role
This role is ideal for individuals who are passionate about building relationships and helping others achieve their financial goals. As a Financial Services Agent, you will have the opportunity to work with a talented team of professionals who are dedicated to providing exceptional service to our customers.
You will be responsible for developing and implementing marketing strategies to introduce life insurance and financial services options to current Farmers customers. This will involve working closely with agents in the District to identify opportunities and develop plans to capitalize on them.
In addition to your sales and marketing responsibilities, you will also have the opportunity to develop your own life insurance and financial services business. This will involve working with clients to understand their financial needs and goals, and developing personalized plans to help them achieve those goals.
We are looking for individuals who are highly motivated, results-driven, and have a strong passion for building relationships and helping others achieve their financial goals. If you are a team player who is looking for a challenging and rewarding role, we encourage you to apply.
