Sr Wealth Management Consultant
Location: Omaha
Posted on: June 23, 2025
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Job Description:
Sr. Wealth Management Consultant Must be located in Western Iowa
or Eastern Nebraska We are seeking an extremely driven,
self-motivated, and dynamic individual to partner with our
multi-line exclusive Farm Bureau agents to drive production and
generate increased traditional & variable life, fixed & variable
annuity, mutual fund, discretionary managed investment account,
financial planning, and long-term care & disability income product
sales, consistent with established sales goals within an assigned
region of Farm Bureau Life's marketing territory. Who We Are:
Through an exclusive network of 4,000 field associates, supported
by 1,600 employees, Farm Bureau Financial Services helps protect
livelihoods and futures by offering insurance products, investment
products, and personalized financial planning for every stage of
life. We've been delivering on our promise of being there when it
matters most for clients/members for more than 80 years and we're
exceptionally proud of our consistently excellent ratings. What
You'll Do: As a Wealth Management Consultant, you will partner with
agents across an assigned territory by means of joint production
(95% of the time) to drive the cross selling of a broad portfolio
of life insurance and investment products into PC books of
business. This position offers a base salary with commission based
on sales. We provide a comprehensive benefits package, company
vehicle, and expense allowances. What It Takes to Join Our Team:
College degree (Finance of Business preferred) or equivalent plus
four years of relevant experience required, CLU, ChFC, CFP, or
LUTCF are preferred. Must have life/health insurance licenses as
well as FINRA series 6 and 63 as a minimum. There is a preference
of 7 and 66 or 63/65. Must test for the Series 7 within 90 days of
employment and pass Series 7 within the first year of employment.
Be a motivated and energetic individual with the ability to drive
results with a high degree of autonomy. Be capable of driving
production regarding the sale of Life, Annuity, Mutual Fund,
Long-Term Care, & Disability Income products by serving as the
primary liaison for Farm Bureau Life in the delivery of sales,
life, and investment product-related material to the captive MLEA
distribution channel. Have the ability to travel extensively up to
80% of the time to territory locations. Have a broad and
comprehensive knowledge of life, annuity, disability & long-term
care insurance, investment products, and financial planning with
knowledge and experience in applying those products in sales
situations. In other words, be the subject expert regarding
expansive portfolio of life products, proprietary annuity, and
non-proprietary mutual funds. A valid driver's license and
satisfactory Motor Vehicle Records are required. If you're
interested in joining a company that appreciates its employees,
provides growth and professional development opportunities, and
offers great benefits, we invite you to apply today! Work
Authorization/Sponsorship: At this time, we are not considering
candidates that need any type of immigration sponsorship now or in
the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United
States on a full-time, permanent basis. We are not able to sponsor
now or in the future, or take over sponsorship of, an employment
visa or work authorization for this role. For example, we are not
considering candidates with OPT status.
Keywords: , Bellevue , Sr Wealth Management Consultant, Sales , Omaha, Nebraska
