Financial Services Specialist

Farmers Insurance Careers

11d•Hybrid

About The Position

This role provides customers and qualified leads financial reviews to increase household penetration rate of Farmers New World Life and Farmers Financial Solutions third party products. The position builds awareness of services provided and follows up with interested customers. It services as the primary point of contact for life and financial services for Farmers Insurance customers in an assigned region. Work is preformed independently with minimal supervision.

Requirements

High School Diploma or equivalent required.
SIE, Series 6 or 7, Series 26 or 24, and Series 63 required.
Series 65 license required.
5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services.
Develops and delivers effective presentations.
Comfortable presenting on financial products and concepts to a large audience.
Ability to analyze and interpret financial data.
Ability to conduct thorough financial reviews.
Possesses strong technical aptitude.
Ability to navigate a customer relationship management system to leverage customer data.
Seeks to acquire knowledge in area of specialty. Understands current tax laws, life, and financial products.
Effective interpersonal skills.
Friendly and service-oriented.
Performs work independently with minimal supervision.
Ability to influence internal and/or external constituents.

Nice To Haves

Bachelors degree preferred.
90 Days Certified Financial Planner (CFP) or Chartered Financial Consultant (CHFC) preferred.

Responsibilities

Conducts financial reviews and assists customers in selecting life and financial products to meet their financial goals.
Develops and delivers financial plans for customers.
Hosts monthly educational seminars with third-party providers.
Engages current customers with targeted marketing to introduce wealth management services.
Conducts individual check-ins and follow-ups and promotes the services of qualified Farmers Financial Services Agents (FSAs).
Stays updated on industry knowledge by meeting with product providers on product information and attending industry conferences on emerging topics such as the latest tax laws and technology developments.
Partners with underwriting to resolve not-in-good-order issues and servicing customer accounts.
Performs other duties as assigned.