Insurance Representative

About the role

This position will assist clients by providing insurance advice regarding Property and Casualty Insurance. The role involves spearheading insurance product campaigns in collaboration with Farmers National Investment Advisors and key bank sales personnel.

Responsibilities

• Conduct regular client meetings and presentations
• Partner with Branch personnel to prospect new clients and service existing clients
• Research health insurance products to provide sound information to clients and maintain current knowledge of market conditions and trends
• Analyze insurance policies for cost, benefit, and risk
• Handle incoming client inquiries via phone and email
• Perform clerical duties (filing, faxing, etc.) as necessary
• Travel between branch offices and/or client residences as expected
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures
• Maintain compliance with all appropriate rules and regulations
• Regular, predictable attendance is required
• Other duties as assigned

Requirements

• Bachelor’s Degree in Business
• Must have Life, Accident & Health license
• Series 6 securities license preferred (or become licensed within 6 months)
• Minimum of one (1) year experience working with insurance-related products
• Prior experience in a sales environment