Job Description
Description
This position will assist clients by providing insurance advice regarding Property and Casualty Insurance. The position will be responsible for spearheading these insurance product campaigns in combination with Farmers National Investment Advisors and key bank sales personnel.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Conduct regular client meetings and presentations
Partner with Branch personnel to prospect new clients and service existing clients
Research health insurance products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trends
Analyze insurance policies for cost/benefit/risk analysis
Handle incoming client inquiries via phone as well as email
Handle some clerical duties (filing, faxing, etc.) as necessary
Some travel between branch offices and/or client residences can be 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 an essential requirement of this position
Other duties as assigned
EDUCATION AND/OR EXPERIENCE:
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
Qualifications
Education
Bachelors of Business Administration (required)
Licenses & Certifications
Property & Casuality Lic (preferred)
Series 6 License (preferred)
Skills
Insurance Sales (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
