Wealth Management Consultant

Join to apply for the Wealth Management Consultant role at Farm Bureau Financial Services

We are seeking an extremely driven, self-motivated, and dynamic individual to partner with our 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 Utah 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 Wealth Management Consultant, you will partner with agents across Utah 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.

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

• College degree (Finance or Business preferred) or equivalent plus four years of relevant experience required; CLU, ChFC, CFP, or LUTCF are preferred.
• Must have life / health insurance licenses as well as FINRA Series 6 and 63 as a minimum. Preference for 7 and 66 or 63 / 65. Must test for the Series 7 within 90 days of employment and pass Series 7 within the first year of employment.
• Motivated and energetic individual with ability to drive results with a high degree of autonomy.
• 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.
• Ability to travel extensively up to 80% of the time to territory locations.
• 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. Be the subject expert regarding an expansive portfolio of life products, proprietary annuity, and non-proprietary mutual funds.
• A valid driver's license and satisfactory Motor Vehicle Records required.

Work Authorization / Sponsorship

At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.

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We invite you to apply today!

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