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Regional Financial Consultant

Company: Farm Bureau Financial Services
Location: Kearney
Posted on: April 10, 2021

Job Description:

Regional Financial ConsultantWe 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 Nebraska marketing territory.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: As a Regional Financial Consultant, you will partner with agents across Nebraska 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. Your office will be based out of your home, ideally in the central/western Nebraska territory (Kearney, Grand Island, etc).This position offers a base salary with commission based on sales. We provide a comprehensive benefits package, company vehicle, and expense allowances.What It Takes to Join Our Team:

  • 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 by serving 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.
  • Have the ability to travel extensively up to 80% of the time to territory locations.
  • Have life/health insurance licenses as well as FINRA series 6 and 63 as a minimum (preference of 7 and 66 or 63/65).
  • 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. In other words, be the subject expert regarding expansive portfolio of life products, proprietary annuity, and non-proprietary mutual funds.
  • College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required, CLU, ChFC, CFP, or LUTCF are preferred.
  • A valid driver's license and satisfactory Motor Vehicle Records are required. If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today!

Keywords: Farm Bureau Financial Services, Lincoln , Regional Financial Consultant, Accounting, Auditing , Kearney, Nebraska

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