What are the responsibilities and job description for the Financial Service Specialist position at Farmers Insurance - Pritika Singh?
Benefits :
Flexible schedule
Health insurance
Training & development
Vision insurance
As a Financial Service Agent (FSA), you will be the first point of contact for clients seeking financial advice and services. You will assist clients in understanding their financial needs, recommend appropriate products and services, and provide ongoing support to ensure their success.
Key Responsibilities :
Engage with clients to assess their financial goals and needs.
Provide information on financial products and services offered by Farmers and its Partners
Guide clients through the application process and answer any questions they may have.
Develop strong relationships with clients to foster trust and loyalty.
Stay updated on industry trends, regulations, and best practices to offer informed advice.
Assist clients with account management to deliver excellent customer service.
Qualifications :
At least 1 year of customer-facing sales experience in the Life and Financial Services industry
Strong communication and interpersonal skills
Ability to analyze information and provide financial advice
High level of integrity and professionalism
Proficient in using financial software and Microsoft office suite
Must have an active Life, Health and Accident license
Must pass a background check ( background will cover Financial History, State, Federal, and Country Criminal History, Regulatory Actions)
Series 6 / 7 and 63 licenses preferred not required to onboard.
Benefits :
Competitive commissions for life insurance, mutual funds and annuities.
Warm Leads : Develop relationships with existing Farmers agents to offer life insurance and financial services products to existing Farmers customers.
Access to support resources, including dedicated contacts and training opportunities.
Qualify for Farmers sponsored Achievement – Topper Club and earn industry coveted Million Dollar Round Table (MDRT) status
About Us :
As Business Partners to 29 Agency Owners, we are dedicated to providing exceptional financial services to our clients. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. We are seeking a motivated and customer-focused Financial Service Agent to join our dynamic team. If you are passionate about helping clients achieve their financial goals and meet the qualifications listed above, we would love to hear from you!
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