Wealth Management Consultant
3 weeks ago
We are seeking a highly motivated and driven 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 Montana marketing territory.
About UsThrough 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 DoAs a Wealth Management Consultant, you will partner with agents across Montana 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.
What It Takes- 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.
- 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.
- A valid driver's license and satisfactory Motor Vehicle Records are required.
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Wealth Management Specialist
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Fallon, Montana, United States Farm Bureau Financial Services Full timeJob Title: Wealth Management ConsultantWe are seeking a highly motivated and driven individual to partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased sales of traditional & variable life, fixed & variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care &...
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Wealth Management Specialist
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Fallon, Montana, United States Farm Bureau Financial Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Wealth Management Consultant to partner with our multi-line exclusive Farm Bureau agents in Montana. As a key member of our team, you will play a crucial role in driving production and generating increased sales of traditional and variable life, fixed and variable annuity, mutual fund,...
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Fallon, Montana, United States Farm Bureau Financial Services Full timeWealth Management ConsultantWe are in search of a highly motivated, results-oriented individual to collaborate with our exclusive network of Farm Bureau agents. Your primary focus will be to enhance production and boost sales of traditional and variable life insurance, fixed and variable annuities, mutual funds, discretionary managed investment accounts,...
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Fallon, Montana, United States Farm Bureau Financial Services Full timeAbout the RoleWe are seeking a highly motivated and driven individual to partner with our multi-line exclusive agents to drive production and generate increased sales of traditional & variable life, fixed & variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care & disability income products.Key...
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