Our Advantage: A Network of Trusted Relationships
August 29, 2019
At Farm Bureau Financial Services, we’re about more than insurance and financial services — we’re about our client/members and their families, the communities we serve and helping our advisors and agents be successful. Everything we do is centered around working in the best interest of our clients and helping them fulfill their needs with the solutions we have available.
A Tradition of Protecting Livelihoods and Futures
More than 80 years ago, our companies were founded to help meet the unique insurance needs of farmers. Today, we’ve grown to offer people in both rural and urban areas some of the most comprehensive insurance, investment and financial services on the market today. Through the years, our commitment to integrity, service and helping protect what matters most has remained constant. With our wealth management and financial planning services we’re able to take our product offering a step further to help our client/members prepare for the future.
Across our 14-state territory, it’s no secret we’ve built a strong network of trusted relationships. We’re proud of our network of over 1,700 agents who work with 540,000 client/members to provide products like life, home, auto, business and farm/ranch insurance, as well as annuity, planning and investment products.
With these connections already established, when you team up with an agent, the cross-sell opportunities for further growth could be endless.
Most clients are used to working with a single agent or advisor at a time. Because client/members have diverse needs, our team includes the agent, an advisor and a regional financial consultant as a three-legged stool of service. Each brings their area of knowledge to the table to help the client/member.
Through these relationships, when clients work with you and one of our agents, they’ll receive an enhanced customer experience. As an advisor, you’ll earn introductions to our premier clients through the agents you work with.
Using the Your Future Advantage™ process, as the Wealth Management Advisor you’ll provide comprehensive planning services and a broad context of a clients’ financial picture. As part of the solution to the comprehensive financial plan, you’ll have access to a complete suite of investment solutions. To provide an enhanced customer experience a regional financial consultant may be brought in with an agent to meet with the client for advanced life and annuity needs.
Join a Team that Can Offer You More
It’s an exciting time to join Farm Bureau as a Wealth Management Advisor. As we continue growing, we are looking for entrepreneurial, motivated individuals who share our commitment to growth, integrity, trust and service. We are looking for people who show drive and passion for helping client/members with their wealth management needs. Sound like you?
We’ve built the foundation and are ready for you. There’s never been a better time to become a Wealth Management Advisor at Farm Bureau. Let’s connect!
Lisa Smith is a Regional Manager at Farm Bureau Wealth Management. She puts her knowledge and experience to work to lead and support our team of Wealth Management Advisors in Minnesota and Iowa.