Sr Field Sales Assistant

Farm Bureau Financial ServicesWest Des Moines, IA
68dHybrid

About The Position

Assist the District Managers and State Growth Consultants in performing their duties and responsibilities in the operation of their Districts and acting as a liaison to Home Office resources. Who We Are: Through an exclusive network of 4,000 field associates, supported by 1,600 employees, Farm Bureau Financial Services helps protect livelihoods and futures by offering insurance products, investment products, and personalized financial planning for every stage of life. We've been delivering on our promise of being there when it matters most for clients/members for more than 80 years and we're exceptionally proud of our consistently excellent ratings. What You'll Do:

Requirements

  • Associates degree or equivalent plus four years relevant experience (Office Administration or secretarial experience preferred).
  • Must maintain and safeguard confidential information.
  • Proficiency in MS Office software including Microsoft Word, Excel, and Outlook, Microsoft PowerPoint, and Adobe Acrobat.
  • Must have strong organizational, verbal and written communications, and meeting planning/facilitation skills.
  • Excellent time management skills and the ability to adapt and handle multiple priorities to meet deadlines.
  • Strong customer service skills are necessary.
  • Reasonably regular and predictable attendance.

Nice To Haves

  • CRM, Concur, and advanced Microsoft software experience will be a plus (PowerBI, SharePoint, and Microsoft Teams).
  • Design and social media experience will be a plus.

Responsibilities

  • Respond to and resolve District Manager and State Growth Consultant requests according to FBL Financial Group, Inc policies in a prompt, efficient and courteous manner for customers, departmental staff, and other FBL personnel at all times.
  • Assist the District Managers and State Growth Consultants with development, preparations, and communications for sales promotions, marketing campaigns and programs, and meetings and presentations.
  • Review and create reports to help District Managers and State Growth Consultants obtain annual goals.
  • Support District Managers and State Growth Consultants in the development and production of PowerPoint presentations, seminars and other communication documents for the agents in their district.
  • Assist in the preparation of regularly scheduled reports and corresponding communication.
  • Prepare/coordinate communications, travel arrangements, accommodations, and oversee and aid with expense reports.
  • Assist District Managers and State Growth Consultants in scheduling meetings, appointments, and calendar management across the district.
  • Develop and manage electronic and hard copy filing systems and coordinate incoming correspondence.
  • Assist with the creation of district newsletters and District Manager's social media posts.

Benefits

  • When you're on our team, you get more than a paycheck.
  • We offer career development opportunities, an enhanced 401(k) with match, low-cost health, dental, and vision benefits, and life and disability insurance.
  • You'll also enjoy paid time off, holidays, volunteer time, and access to an onsite wellness facility, daycare center, cafeteria, and hybrid work arrangements.
  • Farm Bureau… where the grass really is greener!

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Funds, Trusts, and Other Financial Vehicles

Education Level

Associate degree

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service