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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
Investment Advisor Representative / Insurance Agent Farm Bureau Financial Services
- 3.6 Rio Rancho, NM Job Details Contract $85,000
- $125,000 a year 1 day ago Benefits Financial planning services Professional development assistance Flexible schedule Referral program Qualifications Financial sales Series 66 Sales team management Series 7 Hiring Sales development Sales strategy Office management Insurance sales Agriculture Experience practicing in the securities industry Marketing Full 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.
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.