Financial Services Specialist
About The Position
We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers. Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn’t just our business – it’s our culture! To learn more about our high-performance culture and open opportunities, check out www.Farmers.com/careers/corporate and be sure to follow us on Instagram, LinkedIn, and TikTok. Workplace: Hybrid ( #LI-Hybrid ), Remote ( #LI-Remote ) Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.Job SummaryThis 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
- 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.
- High School Diploma or equivalent required.
- Bachelors degree preferred.
- SIE, Series 6 or 7, Series 26 or 24, and Series 63 required, upon hire.
- Series 65 license, within 90 days of hire.
- 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
- 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.
Benefits
- Farmers offers a competitive salary commensurate with experience, qualifications and location.
- Medical
- Dental
- Vision
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
- For more information, review “What we offer” on https://www.farmers.com/careers/corporate/#offer
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
