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Investment Advisor Representative

Farm Bureau Financial Services · Mission, KS · Farm Bureau Financial Services Kansas team

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 representative
mission ks
farm bureau financial services
financial planning
investment guidance
wealth management
insurance products
commission compensation
kansas team
series 7
series 66
client 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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