Should You Become a Farm Bureau Wealth Management Advisor? The Top 5 FAQs Answered
October 20, 2020
Are you in a rut with your current company? Thinking about making a change? As you consider the options for your wealth management business, you might be wondering what sets Farm Bureau apart from other companies. This list of the most frequently asked questions can help you decide if Farm Bureau is a good fit for you.
1. What Internal Support Will I Receive?
The short answer is a lot. Starting on day one as a Farm Bureau Wealth Management Advisor, you’ll receive continual support, which will allow you to focus on growing your business and helping your clients accomplish their goals. And you’ll always have access to these quality resources:
Regional Managers are responsible for leading and guiding our team of Wealth Management Advisors. Yours will be your local, go-to contact. They’ll help you partner with local agents to develop client relationships.
The operations team — also known as the middle office — is available to you via phone or email for ongoing support. They will take care of the day-to-day operations of account opening, trading and compliance; answer quick questions; and provide IT support.
Our dedicated transition specialists help ensure that you have everything in place during your transition period, including business cards, stationery and a personalized Farm Bureau website.
If you have questions on products or find yourself in a sales scenario you want to discuss, our team of Internal Wholesalers is available to provide product and sales support via phone or email. They help develop portfolios, answer questions, share investment ideas and more. Additionally, they can serve as a liaison between advisors and the operations team to help resolve any client issues or problems.
The training team ensures you and your staff get the customized training you need as you transition to work within our systems. This team provides online learning resources and a variety of web-based and in-person training sessions to help you familiarize yourself with our processes and platforms.
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, which provides designed, pre-approved materials, resources and services for you to use to connect with your audience in a variety of ways.
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 service, offering greater value to client/members.
Regional Financial Consultants
This team focuses on writing complex life and annuity business. Working with you and the agents you serve, they will help you develop and implement the appropriate life and annuity strategies for client/members’ overall financial goals.
2. What’s the Culture Like at Farm Bureau?
Supportive. For more than 80 years, our company has 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 so everyone is poised for success.
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 who provide services to more than 540,000 clients, the cross-sell opportunities are 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
Moving to a new company is a big decision, but you can rest assured that we provide the support and resources you need to reach your goals. Contact us to find your new opportunity with Farm Bureau Financial Services.