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Financial Services Professional

Farm Bureau Financial Services
Tucson, AZ Other
POSTED ON 3/12/2025 CLOSED ON 4/10/2025

What are the responsibilities and job description for the Financial Services Professional position at Farm Bureau Financial Services?

Currently seeking motivated individual to join our team as a Property, Casualty, Life and Health Insurance Licensed Sales Professional in the Tucson area. Additional opportunity available for Investment Advisor Representative.


Responsibilities:

- Prospect new clients and generate leads through various channels, including referrals, outbound calling, networking events, and online platforms.

- Identify potential clients' insurance needs and provide them with appropriate insurance solutions.

- Conduct thorough research and analysis to understand the insurance market trends and competitors' offerings.

- Collaborate with support team members to develop sales strategies and action plans to achieve sales targets.

- Build and maintain strong relationships with clients to ensure their satisfaction and retention.

- Provide exceptional customer service by promptly addressing client inquiries, resolving issues, and providing accurate and relevant information.

- Stay updated with industry regulations, product knowledge, and insurance industry trends.

- Prepare insurance proposals and complete necessary documentation for policy issuance.


Qualifications:

- Must have valid P/C, and L/H insurance licenses (or be willing to obtain).

- Obtain FINRA SIE within 90 days.

- Proven experience in sales, preferably in the insurance industry.

- Strong interpersonal and communication skills to effectively interact with clients and team members.

- Ability to work independently and as part of a team in a fast-paced and target-driven environment.

- Excellent problem-solving and negotiation skills.

- Proficient in using CRM software and other sales tools.

- High level of professionalism and integrity.


Benefits:

- Competitive pay and commission structure.

- Ongoing training and professional development opportunities.

- Flexible work schedule including hybrid work-from-home opportunity.

- Positive and collaborative work environment with high-performing team.


If you are a motivated sales professional looking to grow your future in the insurance industry, we would love to hear from you.

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