Sr Wealth Management Consultant

FBL Financial Group, Inc.

2d•Hybrid

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. 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. As a Wealth Management Consultant, you will partner with agents across an assigned territory by means of joint production (95% of the time) to drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business. 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 or 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.
Be capable of driving production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, & Disability Income products.
Have a broad and comprehensive knowledge of life, annuity, disability & long-term care insurance, investment products, and financial planning with knowledge and experience in applying those products in sales situations.
A valid driver’s license and satisfactory Motor Vehicle Records are required.
Must be currently authorized to work in the United States on a full-time, permanent basis.
Not seeking immigration sponsorship now or in the future.

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 (95% of the time) to drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business.
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.
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.
Travel extensively up to 80% of the time to territory locations.