What to Expect as a Farm Bureau Wealth Management Advisor
April 13, 2021
Maybe you feel like you’ve hit the ceiling at your current firm. Or maybe you’re looking for a higher level of support than your large firm can offer.
If you’re dissatisfied with your current company and looking for a place that will provide individual attention and support as you grow and develop your client base, consider becoming a Farm Bureau Wealth Management Advisor. Here’s what Farm Bureau can offer you. (Plus, we answer your FAQs here.)
A Transition Specialist Makes the Move Easier
From the day you decide to join the Farm Bureau Financial Services team, 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. This specialist will prepare an individualized training plan based on your business needs, and you’ll 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 receive 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 build your business as a Farm Bureau Wealth Management Advisor.
You’ll Receive Competitive Pay and Benefits
When you join the Farm Bureau team, you’ll have access to a wide range of benefits, as well as a competitive salary, fee-based payouts, bonuses and 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)
There’s a Network of Support Awaiting You
As a Farm Bureau Wealth Management Advisor, you’ll enjoy flexibility and independence, as well as access to the resources, technology and research you need to succeed. Not only will you receive individualized support during your transition, but you’ll also have a team of professionals dedicated to helping you achieve your goals well after you make your move.
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 some of over 1,700 Farm Bureau agents to ensure that all clients receive the coverage and advice necessary to protect their livelihoods and futures.
The support doesn’t stop there. You’ll also have access to over a dozen digital tools, including a custom website, RBC Black and RBC Gateway, CRM, software digital library of resources and more.
Plus, turnkey marketing and advertising materials enable you to dedicate more time to working with clients. And 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.
You Have a Future at Farm Bureau
If you’ve been thinking about making a move to a company where you’ll receive the support and resources you’re looking for, now is the time! Contact a Regional Manager to learn more.