Investment Advisor Representative
Employment type
Full-time
Work setting
On-site
Location
Mission, KS
Schedule
Day shift
Posted
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Job overview
The Investment Advisor Representative role is based in Mission, KS, with flexibility to work from a hub office in Overland Park or establish independent office space; the posting does not specify a remote arrangement. Compensation is described as commission-based, with increased earning potential as the business grows and possible travel incentives and cash bonuses; no numeric pay is specified. The role supports Farm Bureau Financial Services’ Kansas team and its client/member relationships. The representative provides financial planning, investment guidance, wealth-management services, and insurance products while building a client business with organizational support. The role contributes to clients’ financial planning and protection needs and to client retention through relationship-building and cross-selling opportunities.
What you'll do
- Provide financial planning, investment guidance, and wealth-management services
- offer life, property and casualty, and other insurance products
- build and run a business with company support
- use cross-sell opportunities to grow the book and improve client retention
- obtain or hold the required Property & Casualty, Life & Health, Series 7, and Series 66 (or 63 and 65, CFP, or ChFC) licenses.
What we're looking for
- Skills & competencies
- investment advisor representativemission ksfarm bureau financial servicesfinancial planninginvestment guidancewealth managementinsurance productscommission compensationkansas teamseries 7series 66client relationships
- Work arrangement
- Weekend coverage required
Benefits & perks
- Research, technology platforms, marketing, legal guidance, coaching, back-office support, ongoing training, and potential travel incentives and cash bonuses.
Why this role
Support includes research, technology platforms, marketing, legal guidance, coaching, back-office services, and ongoing training through an academy, monthly webinars, and annual conferences.
About the employer
Farm Bureau Financial Services is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Direct Property and Casualty Insurance Carriers
- Occupation code
- 13-2052.00
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Listing ID: 2a87e253-485f-4b01-b786-904e8158a104