FAQ: Top 5 Questions About Becoming a Farm Bureau Wealth Management Advisor

Are you feeling like you’re in a rut with your current company? Is it time for a change? As you consider options for your wealth management business, you’re probably wondering what sets Wealth Management at Farm Bureau apart from other companies. We’ve compiled a list of our most frequently asked questions to help you as you decide if Farm Bureau would be a good fit for you.

Becoming a Farm Bureau Wealth Management Advisor: Frequently Asked Questions

#1. What internal support will I receive?

From day one as a Farm Bureau Wealth Management Advisor, you’ll receive continuous support which will allow you to focus on growing your business and helping your clients accomplish more. You’ll have access to quality resources:  

Regional Manager: Regional Managers are responsible for leading and guiding our team of Wealth Management Advisors. He or she will be your go-to local contact. They’ll partner with you on joint work and work with you and local agents to develop client relationships.

Operations team: The operations team or also known as the middle office is available to you via phone or email. This team provides ongoing support to help you grow your business by taking care of the day-to-day operations of account opening, trading and compliance. They’ll support you in a variety of ways including answering quick questions to accessing a remote connection to your computer to help you through a process.

Transition specialists: Our dedicated transition specialists will help ensure you have everything in place during your transition period, including business cards, stationery and your website.

Internal Wholesalers: Have questions on products or have a sales scenario you want to discuss? Our team of internal wholesalers provide product and sales supports to advisors via phone or email. They help advisors develop portfolios, answer questions, share investment ideas and more. Additionally, they can serve as a liaison between advisors and the Wealth Management Operations Team to help resolve client issues and problems.

Training: The Training Team will help ensure you and your staff get the customized training you need as you transition and work with our systems. This team provides online learning resources, and a variety of web-based and in-person training sessions to help you get familiar faster with our processes and platform.

Marketing and Advertising: Growing your business can be a challenge if you don’t have proper marketing support. As a Farm Bureau advisor, you’ll have access to our professional in-house marketing department who provide designed, pre-approved materials, resources and services for you to use to connect with your audience in a variety of ways.

Outside of these resources, you have opportunities to build relationships with our agents and Regional Financial Consultants.

Agents: We’re proud of our network of more than 1,700 agents in our 14-state territory serving over 540,000 client/members with their insurance needs. Working together, you’ll both have an opportunity to provide a higher level of client service, offering greater value to clients.

Regional Financial Consultants: This team of professionals focuses on writing complex life and annuity business. Working with you and the agents you serve; this team can help you develop and implement the appropriate life and annuity strategies of the client/members’ overall financial strategy.

#2. What’s the culture like at Farm Bureau?

In one word – supportive. For more than 80 years, our companies have built a lasting tradition of protecting livelihoods and futures. We wouldn’t be able to do this without a team of dedicated professionals. We support each other to be successful.

#3. Will I still be able to run my wealth management business?

Yes. It really is the best of both worlds. You’ll enjoy the freedom and flexibility to build your business and you’ll receive access to continuous support and quality resources.

#4. What unique opportunity does Farm Bureau offer?

Standing out in the marketplace can be tough, but with the ability to team up with our established network of over 1,700 insurance agents providing services to more than 540,000 clients, the cross-sell opportunities can be endless.

#5. What licenses do I need to join Farm Bureau?

We look for candidates with series 7, 65, 66 or CFP designations.

Make the Move to Farm Bureau Today

Moving to a new company is a big decision, but you can rest assured knowing we have the support and resources in place to help you reach your goals. Find your new opportunity with Farm Bureau Financial Services today.