Sr Wealth Management Consultant

Farm Bureau Financial Services • West Des Moines, IA

290d

About The Position

We are seeking an extremely driven, self-motivated, and dynamic individual to partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased traditional & variable life, fixed & variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care & disability income product sales, consistent with established sales goals within an assigned region of Farm Bureau Life's marketing territory. This position offers a base salary with commission based on sales. We provide a comprehensive benefits package, company vehicle, and expense allowances.

Requirements

• College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required.
• Must have life/health insurance licenses as well as FINRA series 6 and 63 as a minimum.
• Must test for the Series 7 within 90 days of employment and pass Series 7 within the first year of employment.
• Be a motivated and energetic individual with the ability to drive results with a high degree of autonomy.
• Have a broad and comprehensive knowledge of life, annuity, disability & long-term care insurance, investment products, and financial planning.

Nice To Haves

• CLU, ChFC, CFP, or LUTCF are preferred.
• Preference of Series 7 and 66 or 63/65.

Responsibilities

• Partner with agents across an assigned territory by means of joint production to drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business.
• Serve as the primary liaison for Farm Bureau Life in the delivery of sales, life, and investment product-related material to the captive MLEA distribution channel.
• Drive production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, & Disability Income products.

Benefits

• Comprehensive benefits package
• Company vehicle
• Expense allowances

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees