Financial Services Specialist - Texas & Illinois

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34553

We are Farmers – where ambition meets opportunity.

At Farmers, we’re not just known for unforgettable jingle – we’re a team with a passion for purpose and making a real difference in people’s lives. We deliver peace of mind when it matters most. Our results-driven, high-performance culture thrives on creativity, accountability and bold solutions. Here, growth isn’t just a goal – it’s a way of life for both the organization and every individual on our team.

We tackle challenges head-on, learn from every experience and measure our impact on the customers who trust us.

Join an award-winning, equal opportunity employer, where you’ll find more than a job – you’ll find a supportive community. Enjoy competitive benefits, take part in meaningful volunteer projects, and help shape the future alongside talented colleagues across all backgrounds. At Farmers, helping others is at the heart of what we do.

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.

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.

• 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.

• High School Diploma or equivalent required.
• SIE, Series 6 or 7 and Series 63 required.
• Series 65 or 66 preferred or required within 90 days of hire
• Certified Financial Planner (CFP) or Chartered Financial Consultant (CHFC) preferred.

• 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.

• 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.

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…