What are the responsibilities and job description for the Financial Advisor position at Farm Bureau Financial Services?
Being a Farm Bureau agent 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.
As you build and manage your own business, you have the opportunity to educate others about how they can help their family and improve their future. More than sales, this is an opportunity to make an impact by ensuring that your clients are protected.
Daily tasks can include :
- Meeting with prospective and current clients
- Managing policy renewals
- 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
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. Visit BeAFarmBureauAgent.com to learn more.
