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Financial Services Specialist (USFFSBM)

32447

We are Farmers!

We are… more than just your favorite commercials.  At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers.

Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn’t just our business – it’s our culture!  To learn more about our high-performance culture and open opportunities, check out www.Farmers.com/careers/corporate and be sure to follow us on Instagram, LinkedIn, and TikTok.

Workplace: Hybrid ( #LI-Hybrid ), Remote ( #LI-Remote )

Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.

Job Summary

This role provides customers and qualified leads financial reviews to increase household penetration rate of Farmers New World Life and Farmers Financial Solutions third party products. The position builds awareness of services provided and follows up with interested customers. It services as the primary point of contact for life and financial services for Farmers Insurance customers in an assigned region. Work is preformed independently with minimal supervision.

Essential Job Functions

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.

Experience 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.

Education Requirements

High School Diploma or equivalent required.
Bachelors 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.

Additional Qualification

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.

Physical Actions

Job is performed in-person at a Farmers office or virtually at an approved alternative work location. The physical work environment is indoors and climate-controlled with adequate lighting and ventilation. Normal and customary distractions include background noise produced by office equipment and chatter among people, as well as interruptions. Frequently sits for prolonged periods of time, up to a full shift. Occasionally moves about the workplace including, navigating stairs, ramps, and level or uneven surfaces. Occasionally moves, pushes, pulls, lifts, carries, and/or places objects or materials weighing up to 25 pounds without assistance. Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to perform job duties. Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift. Rarely performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below the knees. Possesses clear vision, with or without correction, to visually read and verify information. Relies on depth perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in terrain and locating objects. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace. Jobs in this category require rare, if any, travel.

Benefits

Farmers offers a competitive salary commensurate with experience, qualifications and location.
o CA Only: $91,350 - $154,990
o CO Only: $85,800 - $133,980
o HI/IL/MN/VT Only: $85,800 - $143,550
o MA Only: $85,800 - $143,550
o MD Only: $85,800 - $154,990
o DC/NJ/NY/OH Only: $85,800 - $154,990
o Albany County, NY/Cleveland, OH: $91,350 - $133,980
o WA Only: $85,800 - $163,125
Medical
Dental
Vision
Health Savings and Flexible Spending Accounts
Life Insurance
Paid Time Off
For more information, review “What we offer” on https://www.farmers.com/careers/corporate/#offer

Job Location(s): R_US - United States

Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly.

Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.

Want to learn more about our culture & opportunities? Check out www.Farmers.com/careers/corporate and be sure to follow us on Instagram, LinkedIn, and TikTok.

Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email: careers@farmers.com

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