Investment Advisor Representative

3 weeks ago

Oro Valley, United States Farm Bureau Financial Services Full time

District Manager | Building High-Performing Teams | Driving Growth Across Southern Arizona Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You'll have the flexibility and earning potential of being a business owner with the support of a long-standing and trusted company. Your success can seed future growth—like bringing on staff and supporting your community. As an IAR with Farm Bureau, you have the opportunity to serve your clients by providing life and property & casualty insurance products, as well as investments and financial advice. Our products and services are built for people in all stages of life, and we are proud of our reputation for outstanding client service. Daily Tasks Meeting with prospective and current clients Analyzing coverage options and explaining details to clients Managing claims processes, including conducting visits as needed Keeping client and business records Working with underwriting Conducting marketing efforts, such as social media, postcards, and phone calls Ensuring you are up-to-date on industry regulations and product offerings Overseeing your business, including budgets and hiring Being a Farm Bureau IAR is much more than just sales—it’s all about building relationships, being a pillar in your community, making a difference, and helping people protect what matters most to them. Farm Bureau Financial Services also has ongoing training and education opportunities, sales and marketing support and resources to help you get your business off the ground. From marketing coaches to district managers, you will be supplied with the tools necessary to become a successful agent. Seniority Level Not Applicable Employment Type Contract Job Function Sales, Customer Service, and General Business Industries Financial Services, Insurance, and Investment Advice Referrals increase your chances of interviewing at Farm Bureau Financial Services by 2x. Location: Tucson, AZ #J-18808-Ljbffr

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