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Farm Bureau Financial Services
Investment Advisor Representative / Insurance Agent
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on New Mexico data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$100,580 / year median in New Mexico
+0% projected growth
Job Description
Agency ownership with Farm Bureau Financial is all about building relationships, being a pillar in your community, making a difference, and helping people protect what matters most to them. As you build and manage your own business, you have the opportunity to educate others about how they can help their family and improve their future. This is an opportunity to make an impact by ensuring that your clients are protected.
Daily tasks can include:
- Meeting with prospective and current clients
- Analyzing coverage and investment options and explaining details to clients
- Promoting your business, budgeting and scaling your team
- Ensuring you are up-to-date on industry regulations and product offerings
- Managing policy renewals
- Maintaining client and business records
- Collaborating with underwriting and claims teams to provide world class customer service Farm Bureau Financial Services provides ongoing training and education opportunities, sales and marketing support and resources to help you maximize your business' potential.
Pay:
$85,000.00- $125,000.