What to Expect as a Farm Bureau Wealth Management Advisor
February 25, 2020
Do you feel you’ve reached your potential at your current firm? Do you want a higher level of support than your large firm can offer? If you’re looking for a company that will provide individual attention and support as you grow and develop your client base, consider taking your career in a new direction with Farm Bureau Financial Services. Here’s what Farm Bureau can offer you.
A Smooth Transition
From the day you decide to join the Farm Bureau Financial Services team, your transition will follow a smooth and efficient plan customized to make the process as easy as possible. You will be paired with a transition specialist, who will support you and answer your questions throughout the transition process and during your first few months. You will receive onboarding with Farm Bureau and have access to a variety of trainings and a transition workbook that will help you ensure you’re equipped for success.
Once you’ve made the transition, you will have access to a pre-written press release announcing your transition, along with a suite of materials ready for your first day — including business cards, a personal website and a variety of education materials for your clients. You will also have the hardware (computer, printer, phone) and the software (Office, CRM) necessary to hit the ground running.
You’ll have a call with your transition specialist each week for the first 90 days to ensure that your transition is going well and that you are equipped to launch your wealth management career to new heights.
Competitive Pay and Benefits
When you become a Farm Bureau financial advisor, you’ll have access to a wide range of benefits, as well as a competitive salary, fee-based payouts and bonuses/incentives. Some of the benefits include:
- Health, dental and vision insurance
- Life and disability insurance
- Staff salary, benefits and taxes
- Office expenses (e.g., rent and utilities, furniture, signage)
- Technology (e.g., computer, printer, software)
- Operating expenses (marketing, E & O licensing, registrations and fees, continuing education)
A Network of Support
As a wealth management advisor with Farm Bureau, you’ll have the flexibility and independence you want, as well as access to people, technology and research that only comes with a community of professionals. Not only will you receive individualized support during your transition, you’ll also have a team of professionals dedicated to helping you achieve your goals well after you make your move.
You’ll have access to over a dozen technology programs, including a custom website, RBC Black and RBC Gateway, CRM, software digital library of resources and more. Turnkey marketing and advertising materials enable you to dedicate more time to working with clients. Our vast array of sales literature provides your clients with clear and accurate information that allows you to facilitate conversations that will lead to building a brighter financial future together.
In addition to an advanced markets team, regional financial consultants, regional managers, legal and compliance support, an internal wholesale team, IT team and the wealth management operations team, you will also have the opportunity to team up with one of over 1,700 Farm Bureau agents to ensure that all clients receive the coverage and advice necessary to protect their livelihoods and futures.
A Bright Future
If you’ve been thinking about making a change to a company where you’ll receive the support and resources you’re looking for, now is the time! Find out more on our website or contact a Regional Manager.