Job Description

We are excited to continue to grow and expand the ways that we can help customers be smarter about life insurance and financial services through Farmers Financial Services Agent (FSA) program.

FSAs have an opportunity to develop their own life insurance and financial services business. They can also build lasting relationships with the full-time agents (FTAs) who ask them to introduce life insurance and financial service options to current Farmers customers in their agencies.

Farmers agents have helped build Farmers into one of the most recognizable brands in the country. Using that strong brand, the existing relationships Farmers agents have with our customers and their knowledge and experience, FSAs have tremendous opportunity to make a big difference in the customers lives as well as their own.

https://phil-levi.foleon.com/agency-ownership/fsa-pitch-brochure/?token=401928fbghe176167506853663ef2ab

Benefits

Career Growth Opportunities

Responsibilities

• Access to 50k Farmers policyholders for cross-sell
• Work with existing Agency Owners and Staff to cross-sell/upsell existing clients w3ith Life/Securities opportunities
• District staff support, turn-key marketing
• Access to a dedicated Case Manager, Financial Services Director and Company Life Sales Consultants

Compensation:

• FSA candidates can qualify for competitive incentives, including lucrative commissions for mutual funds, annuities and Life insurance
• A commission split with the FSA acting as a service provider for the full-time Agent
• Many in the industry use the Million Dollar Round Table (MDRT) model for commission splitting

Self-Motivation & Independence

• You know how to set goals for your business and execute a plan efficiently and effectively
• You are a true leader, but recognize the value offered by an experienced business coach

Communication Skills

• You have the willingness to listen and the ability to inspire
• You know how to work within a team, achieve great chemistry and instill a standard of excellence

Performance

• You recognize the irreplaceable value of hard work and what it takes to achieve financial success
• You are willing and able to invest in your business to increase your opportunity for future gain
• You uphold high standards of professionalism and ethics and embrace the opportunity to become a highly visible member of your community

Requirements

• Licenses and Registration- Must hold a life insurance license. Series 6 or 7, Series 63
• At least 1 year of customer facing sales experience in the Life and Financial Service industry
• To be eligible for the Financial Services Agent program, potential candidates must first pass a background check in accordance with current Farmers insurance guidelines, policies, and procedures. The background check will cover three (3) major areas: Financial History, State, Federal, and County Criminal History, Regulatory Actions
• Complete a panel interview with the Farmers District Office in San Diego
• Any outside appointments do not present a conflict of interest