Wealth Management Consultant

2 months ago


Fallon, Montana, United States Farm Bureau Financial Services Full time
About the Role

We 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 Responsibilities
  • Partner with agents across Montana to drive the cross-selling of a broad portfolio of life insurance and investment products into PC books of business.
  • Drive 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.
  • Develop and maintain a 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.
  • Travel extensively up to 80% of the time to territory locations to meet with agents and drive sales growth.
Requirements
  • College degree (Finance or 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.
  • Have a valid driver's license and satisfactory Motor Vehicle Records.
About Us

Farm Bureau Financial Services is a leading provider of 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.



  • Fallon, Montana, United States Farm Bureau Financial Services Full time

    About the RoleWe 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,...


  • Fallon, Montana, United States Farm Bureau Financial Services Full time

    Job 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 &...


  • Fallon, Montana, United States Farm Bureau Financial Services Full time

    About 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,...


  • Fallon, Montana, United States Farm Bureau Financial Services Full time

    Wealth 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,...


  • Fallon, Montana, United States Farm Bureau Financial Services Full time

    Position Overview:We are in search of a highly motivated and results-oriented individual to collaborate with our exclusive network of Farm Bureau agents to enhance production and drive sales of a diverse range of financial products. This includes traditional and variable life insurance, fixed and variable annuities, mutual funds, discretionary managed...


  • Fallon, United States Farm Bureau Financial Services Full time

    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 &...


  • Fallon, United States Farm Bureau Financial Services Full time

    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 &...


  • Fallon, United States Quality Talent Group Full time

    About the JobAt Quality Talent Group, we are committed to providing exceptional dental care and experiences to our community. As a General Dentist at Steamboat Parkway Dental Care, you will be part of a unique dental experience that is tailor-made for the community we serve.Our MissionWe take pride in offering a work environment that fosters full clinical...


  • Fallon, Nevada, United States Banner Health Full time

    Pediatrician Opportunity with Banner HealthBanner Health is seeking a Board Certified/Board Eligible Pediatrician to join our top-notch team at our established practice located on the Banner Churchill Community Hospital campus.This is an outstanding opportunity for a pediatrician to provide quality patient-focused care in a collegial environment while...


  • Fallon, Nevada, United States Banner Health Full time

    Pediatrician Opportunity with Banner HealthAbout the RoleWe are seeking a Board Certified/Board Eligible Pediatrician to join our team at Banner Churchill Community Hospital in Fallon, Nevada. As a pediatrician with Banner Health, you will have the opportunity to provide high-quality patient care in a collegial environment while enjoying a balanced...

  • Project Manager

    1 month ago


    Fallon, United States AKIMA Full time

    Akima Global Logistics is looking for a Project Manager to work in Fallon, Nevada.  To join our team of outstanding professionals, apply today! This position is contingent upon award of the Department of Navy, Naval Air Station Fallon Base Operating Support (FALLON BOS) contract.  ResponsibilitiesAct on behalf of the company for all matters relating to...


  • Fallon, Nevada, United States Banner Health Full time

    Pediatrician Opportunity with Banner HealthBanner Health is seeking a Board Certified/Board Eligible Pediatrician to join our top-notch team at our established practice located on the Banner Churchill Community Hospital campus.This is an outstanding opportunity for a pediatrician to provide quality patient-focused care in a collegial environment while...


  • Fallon, Nevada, United States CHG Healthcare Full time

    Fallon is a small town that offers a family-friendly, safe environment with a moderate cost of living and simpler lifestyle. Reno, home to Reno-Tahoe International Airport, is a quick 60-miles down the road and Lake Tahoe is only 2 hours away, making weekend adventures an easy reality.CHG Healthcare offers a variety of employment options, including employed...

  • People Manager

    1 month ago


    O Fallon, United States Mastercard Full time

    Job Title: Manager, People & Capability Business PartnerMastercard is seeking a highly skilled Manager, People & Capability Business Partner to support the US-based Commercial New Payment Flows organization. This role will drive people strategy and business outcomes, ensuring all people leaders and employees operate effectively.Key Responsibilities:Implement...


  • Fallon, United States Banner Health Full time

    Pediatrician Opportunity w/Leading Health System - NHSC Certified Site!Fallon, Nevada: Friendly folks, an established, respected team of peers, and proximity to Lake Tahoe, Reno & Carson City!Join leading healthcare system, Banner Health in Fallon, Nevada! Due to growth, we have an outstanding opportunity for a Board Certified/Board Eligible Pediatrician to...


  • Fallon, United States Walgreens Full time

    Job Description:As a Pharmacist (Full or Part Time) at Walgreens, you will play a critical role in providing exceptional patient care and clinical services. Your primary responsibility will be to provide pharmacy consulting services with empathy to patients regarding the effective usage of medications and awareness with drug interactions.You will be...


  • Fallon, Nevada, United States General Dynamics Information Technology Full time

    Job Title: West Coast Training Operations LeadAt General Dynamics Information Technology, we are seeking a highly skilled and experienced West Coast Training Operations Lead to join our team in supporting Navy Integrated Training Environment activities. This position is located in Fallon, NV.Responsibilities:Directs, coordinates, and manages overall...


  • Fallon, United States Walgreens Full time

    Job Summary:We are seeking a highly skilled and compassionate Pharmacist (Full or Part Time) to join our team at Walgreens. As a key member of our pharmacy team, you will play a vital role in providing exceptional patient care and services to our customers.Key Responsibilities:Provide expert pharmacy consulting services to patients, including medication...


  • Fallon, United States General Dynamics Information Technology Full time

    Job DescriptionWe are seeking a highly skilled West Coast Training Operations Lead to join our team at General Dynamics Information Technology (GDIT). This role will be responsible for directing and coordinating the overall functions of western ranges, developing and implementing strategies, policies, and procedures, and ensuring effective coordination...

  • Pharmacy Technician

    1 month ago


    Fallon, United States Unavailable Full time

    Overview ERP International is seeking Pharmacy Technicians for full-time positions in support of the Naval Health Clinic Lemoore, CA and Naval Health Clinic Fallon, NV.  Apply online today and discover more about this exceptional employment opportunity.  www.erpinternational.com Be the Best!  Join our team of exceptional health care professionals across...


  • Fallon, United States Walgreens Full time

    Job Summary:Walgreens is seeking a highly skilled and compassionate Pharmacist to join our team. As a key member of our pharmacy team, you will provide exceptional patient care and services, ensuring a positive experience for our customers.Key Responsibilities:Provide pharmacy consulting services to patients, including medication counseling and awareness of...


  • Fallon, Nevada, United States General Dynamics Information Technology Full time

    Job Title:West Coast Training Operations LeadJob Summary:We are seeking a highly experienced West Coast Training Operations Lead to join our team at General Dynamics Information Technology. The successful candidate will be responsible for directing, coordinating, and managing the overall functions of western ranges, developing and implementing strategies,...


  • Fallon, Nevada, United States Sonora Quest Laboratories Full time

    Job SummaryThis Medical Laboratory Scientist I position is responsible for performing laboratory testing, clinical relevance, and complex problem-solving skills. The ideal candidate will have a high level of technical knowledge and application of that knowledge to department testing. This position serves as a department resource and is responsible for...


  • Fallon, United States Sonora Quest Laboratories Full time

    Primary City/State:Fallon, NevadaDepartment Name: Gen Lab-ChurchillWork Shift: VariedJob Category:LabAre you a Medical or Clinical Lab Scientist looking to make a positive impact in your local community? We have an amazing fulltime position varied hour position available at Banner Churchill Community Hospital in Fallon, NV. Must possess a current license for...


  • Fallon, United States Sonora Quest Laboratories Full time

    Primary City/State:Fallon, NevadaDepartment Name: Gen Lab-ChurchillWork Shift: VariedJob Category:LabAre you a Medical or Clinical Lab Scientist looking to make a positive impact in your local community? We have an amazing fulltime position varied hour position available at Banner Churchill Community Hospital in Fallon, NV. Must possess a current license for...