Farmers Insurance

Financial Services Specialist

Farmers Insurance

full-time

Posted on:

Location Type: Hybrid

Location: Spokane • Washington • United States

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Salary

💰 $85,800 - $154,990 per year

About the role

  • Conducts financial reviews and assists customers in selecting life and financial products to meet their financial goals.
  • Develops and delivers financial plans for customers.
  • Hosts monthly educational seminars with third-party providers.
  • Engages current customers with targeted marketing to introduce wealth management services.
  • Conducts individual check-ins and follow-ups and promotes the services of qualified Farmers Financial Services Agents (FSAs).
  • Stays updated on industry knowledge by meeting with product providers on product information and attending industry conferences on emerging topics such as the latest tax laws and technology developments.
  • Partners with underwriting to resolve not-in-good-order issues and servicing customer accounts.
  • Performs other duties as assigned.

Requirements

  • 5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services.
  • High School Diploma or equivalent required.
  • Bachelor's degree preferred.
  • SIE, Series 6 or 7, Series 26 or 24, and Series 63 required, upon hire.
  • Series 65 license, within 90 days of hire.
  • 90 Days Certified Financial Planner (CFP) or Chartered Financial Consultant (CHFC) preferred.
  • Develops and delivers effective presentations.
  • Comfortable presenting on financial products and concepts to a large audience.
  • Ability to analyze and interpret financial data.
  • Ability to conduct thorough financial reviews.
  • Possesses strong technical aptitude.
  • Ability to navigate a customer relationship management system to leverage customer data.
  • Seeks to acquire knowledge in area of specialty.
  • Understands current tax laws, life, and financial products.
  • Effective interpersonal skills.
  • Friendly and service-oriented.
  • Performs work independently with minimal supervision.
  • Ability to influence internal and/or external constituents.
Benefits
  • Medical
  • Dental
  • Vision
  • Health Savings and Flexible Spending Accounts
  • Life Insurance
  • Paid Time Off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial reviewsfinancial planningcold callingwarm callinganalyzing financial dataconducting financial reviewscustomer relationship management
Soft Skills
effective presentationsinterpersonal skillsservice-orientedindependent workinfluencing skills
Certifications
SIESeries 6Series 7Series 26Series 24Series 63Series 65Certified Financial Planner (CFP)Chartered Financial Consultant (CHFC)