What are the responsibilities and job description for the Financial Services Agent position at Southern Utah University?
Farmers Insurance Southern Utah is on the lookout for a dedicated and motivated Financial Services Agent to join our team. In this role, you will provide personalized financial solutions to clients, helping them secure their financial future and achieve their financial goals. This is an exciting opportunity for individuals who have a passion for relationships through life insurnace products and financial services.
As a Financial Services Agent, you will work closely with agencies and clients to assess their financial needs, recommend appropriate insurance and financial products, and develop tailored plans that align with their objectives. We offer comprehensive training and support to help you excel in your role and build a successful career in the financial services industry.
Responsibilities
As a Financial Services Agent, you will work closely with agencies and clients to assess their financial needs, recommend appropriate insurance and financial products, and develop tailored plans that align with their objectives. We offer comprehensive training and support to help you excel in your role and build a successful career in the financial services industry.
Responsibilities
- Build and maintain relationships with clients to understand their financial needs and objectives
- Provide expert advice on a range of financial products, including life insurance, retirement plans, and investment strategies
- Conduct financial assessments and develop customized strategies for clients
- Educate clients about various financial products and services
- Monitor market trends and adjust client portfolios as necessary
- Prospect for new clients through current agency network, referrals, and community engagement
- Ensure compliance with all regulatory requirements and company policies
- Experience in financial services or a related field is preferred
- Strong sales and customer service skills
- Excellent communication and interpersonal skills
- Ability to analyze financial data and present information clearly
- Self-motivated with a strong entrepreneurial spirit
- Willingness to obtain necessary licenses and certifications (SIE, Series 6 & 63)
- Bachelor's degree in finance, business, or a related field is a plus
- Commitment to ongoing professional development and learning
- Competitive Compensation
- Commissions & Bonuses
- Health Care Plan (Medical, Dental & Vision)
- Short-Term & Long-Term Disability
- Training & Development
- Wellness Resources
- Own your own business
- Create something lasting and meaningful for your family
