Financial Analyst managing accounts payable/receivable, cash flow, and reporting. Supporting the organization with compliance and documentation tasks in a hybrid role.
About the role
- Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
Responsibilities
- 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
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