Sales Associate

Insurance Agent, Financial Advisor at Farm Bureau Financial Services Owner of The Moffett Agency

Company Description

Farm Bureau Financial Services has been dedicated to serving the financial and insurance needs of clients for over 80 years. Originally established to support farmers and ranchers, the company now provides a comprehensive range of insurance and financial solutions across 14 Western and Midwestern states. Products include auto, home, life, farm/ranch, business insurance, as well as wealth management and financial planning services offered through a team of advisors.

Headquartered in West Des Moines, Iowa, Farm Bureau Financial Services takes pride in its commitment to helping customers protect their futures and achieve their financial goals.

Role Description

This is a full-time, on-site role located in Sigourney, IA for a Sales Associate at The Moffett Agency. The Sales Associate will be responsible for building and maintaining client relationships, providing exceptional customer service, and managing sales processes. Responsibilities include introducing and explaining the financial and insurance solutions available, addressing client inquiries, and collaborating with the team to meet sales and service goals.

The Sales Associate will also prepare quotes, process applications, and assist with routine administrative tasks to support the client experience.

Qualifications

• Sales and client relationship management skills, with a focus on understanding customer needs and delivering tailored solutions.
• Strong communication and interpersonal skills, including the ability to effectively explain products and services to clients.
• Proficiency in administrative tasks, attention to detail, and familiarity with sales processes, such as processing applications and creating quotes.
• Ability to work independently and collaboratively in a team environment while achieving sales and service objectives.
• Prior experience in sales, customer service, or the financial/insurance industry is a plus.
• Proficiency in using technology, such as CRM tools and basic office software, to manage client information and sales activities.
• Bachelor’s degree in Business, Marketing, or a related field preferred.
• Licensure in insurance sales or willingness to obtain required certifications is an asset.

Entry level

Full-time

Sales and Business Development

Insurance