Investment Executive
Farmers Logo 2022Pennsylvania, United States
Posted November 18, 2022
Full Time
About the Company
Farmers Insurance Group, established in 1928, is one of the nation’s largest providers of auto, home, business, and life insurance, serving millions of households across all 50 states through a network of exclusive and independent agents and 18,000 employees. The company emphasizes personalized service and continuous product innovation, leveraging technology and entrepreneurial thinking to improve coverage and customer experience. Farmers’ commitment to community empowerment and volunteerism is reflected in its culture of giving back and strengthening local neighborhoods. For candidates, the organization offers a collaborative environment that values integrity, safety, and professional growth.
Job Description
This position will assist clients by providing sound financial advice and advising on risks and opportunities associated with investing.
Requirements
- Effectively and ethically manage a book of business consisting of approximately 125 clients with assets under management of between $5-million and $10-million.
- Research securities products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trends
- Process securities transactions for clients in accordance with all Federal, State, Local and Company laws/guidelines
- Conduct regular client meetings and presentations
- Generate new business leads independently
- Partner with Branch personnel to prospect new clients and service existing clients
- Handle incoming client inquiries via phone as well as email
- Assist Senior Investment Executive with client presentations, material development and other duties as necessary
- Some travel between branch offices and/or client residences can be expected
- Handle some clerical duties (filing, faxing, etc.) as necessary
- 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 an essential requirement of this position