Sales Jobs in Clive Iowa
35 positions found
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you’re a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional—our proven products and systems are your roadmap to becoming a top earner in sales. If you’re prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday–Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You’ll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You’ll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum’s proven 10-step sales system—faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum’s supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales—backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You’ll Enjoy
- High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
- Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
- Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
- Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
- Company Trips & Events: Enjoy travel and experiences on us—bring a significant other along, all expenses paid.
- Weekends Off: A Monday–Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
- Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
- Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
- Continuous Learners: You’re excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
- Flexible Travelers: You’re comfortable with overnight travel Monday–Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you’re worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we’d love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum’s products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel—no matter where they’re starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take.
We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do: The Senior P&C Sales Consultant is responsible for developing and executing P&C sales initiatives, providing delivery of sales support to the agency force and proactively driving initiatives that result in new account growth and improved client retention.
In addition, the Senior P&C Sales Consultant will be involved in the Agent E&O claims process.
Daily Responsibilities include: Proactively promote net account growth by planning and executing assigned initiatives and innovative promotional efforts in alignment with corporate distribution strategy.
Assist multi-line exclusive agents in determining the most effective way to protect the futures and livelihoods of FBFS client/members and prospective client/members by providing phone and electronic mail sales support regarding questions about property and casualty insurance products and services.
Provide assistance and support with P&C quote accuracy and quote optimization to agents and their staff.
Review training materials, create informational and enlightening content and present to agents and/or company staff as needed.
Assist the agency force in utilizing brokerage products and programs to help drive sales if the products or services are not offered through Farm Bureau Property & Casualty Insurance Company or Western Agricultural Insurance Company.
What It Takes To Join Our Team: The ideal candidate will have the following experience and skills: College degree or equivalent plus three years of relevant experience required.
Property/Casualty Consultant or similar credible sales experience preferred.
Results driven with a strong motivation to succeed Strong P&C industry and product knowledge with a desire to keep abreast of changing product trends in the personal and commercial lines industry.
Must have or attain in-depth knowledge of Farm Bureau's Member's Choice and Commercial products and various rating system software packages.
The ability to make data-driven decisions, with a capacity for collecting, organizing and analyzing data.
Good people skills with the ability to work well with the field force and home office personnel.
Valid driver's license and satisfactory Motor Vehicle Records required due to travel (limited) requirements.
Oral and written communication skills as appropriate to this position.
Ability to read, write and speak the English language.
Reasonably regular and predictable attendance.
What We Offer You: When you're on our team, you get more than a great paycheck.
You'll hear about career development and educational opportunities.
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options.
We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun.
Add to that an onsite wellness facility with fitness classes and programs, a daycare center, and a cafeteria.
If you're interested in joining a company that has a long history of stability, one that appreciates its employees, and offers great benefits, we invite you to apply today.
Farm Bureau....where the grass really IS greener! Work Authorization / Sponsorship: Applicants must be currently authorized to work in the United States on a full-time 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 able to sponsor OPT status.
ESSENTIAL FUNCTIONS:
· Acts as a problem solver as it relates to patient, family, physician issues according to protocol.
· Anticipates need for wearable defibrillators
· Anticipates potential symptomatic consequences of CIED evaluations and programming.
· Communicates with industry sales, clinical support and technical services representatives regarding CIED function, safety and battery longevity.
· Communicates with patient and family members regarding CIED lifesaving therapies including fielding patient’s and family’s questions regarding end-of-life matters related to CIED therapy.
· Facilitates home wellbeing checks by public services and recognizes the potential for discovering patient death on remote CIED follow-up
· Maintains practice standards in regard to Quality Improvement and OSHA.
· Operate required vehicle(s) in a safe manner to perform required duties of the position.
· Performs general and cardiac nursing care to patients. Administers prescribed medications and treatment in accordance with nursing standards.
· Performs in-person interrogation and any needed reprogramming on all cardiac implantable electronic device (CIED) models of pacemakers, ICDs and Implantable Loop Recorders (ILRs) and documents according to IHC protocols.
· Provides assistance to Electrophysiology (EP) provider in office, and facilitates office schedule.
· Provides guidance on peri-procedural, peri-surgical and MRI device management
· Provides patient and family education and documents in medical records.
· Reads and researches patient records, charts and Practice Manager System for other pertinent information. May dictate history and physical, consults and other professional related letters.
· Reviews and reports pertinent test(s) results, outside examination results and patient symptoms; scrutinize for needed follow-up; communicates to provider.
· Reviews CIED remote transmissions and completes documentation according to IHC protocol.
· Triages phone calls and significant device evaluation findings, gives carries out verbal and written orders according to standing orders or established protocols.
MARGINAL FUNCTIONS:
· All other duties as assigned.
· Attends required meetings and participates on committees as required
· Clinical resource for the Heart Rhythm Center’s Arrhythmia services Technicians.
· Monitors and maintains supplies on crash cart.
· Participates in professional development.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
· Three years of RN nursing experience required. Two years of critical care experience preferred or clinical cardiac equivalent experience required.
· Current licensure as R.N., state of Iowa or compact state.
· Valid Iowa Driver’s/Chauffeurs License required, must meet Mercy’s Motor Vehicle Safety Standards, must be at least 18 years of age and be eligible to drive per Iowa state law.
· Proof of completion of Mandatory Reporter abuse training specific to population served within three (3) months of hire.
· Basic Life Support (BLS) for the Healthcare Provider certified or obtained by the end of the orientation period (approximately six (6) weeks). Acceptable credentialing bodies and certifications include American Heart Association Basic Life Support for Healthcare Providers.
· ACLS within 6 months of hire
· Level I Cardiac Arrhythmia class completion within 6 months
· Level II 12 Lead EKG class completion within 1 year
· Level III Advanced 12 Lead EKG class within 18 months
· International Board of Heart Rhythm Examiners (IBHRE) Cardiac Device Remote Monitor Specialist (CDRMS) certification examination following 1 year following device training, prior to the end of the 3rd year of performing CIED in-office evaluations
· IBHRE Certified Cardiac Device Specialist (CCDS) certification encouraged following 3 years of CIED follow-up and successful completion of the CDRMS examination with a passing score
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
ESSENTIAL FUNCTIONS:
· Acts as a problem solver as it relates to patient, family, physician issues according to protocol.
· Anticipates need for wearable defibrillators
· Anticipates potential symptomatic consequences of CIED evaluations and programming.
· Communicates with industry sales, clinical support and technical services representatives regarding CIED function, safety and battery longevity.
· Communicates with patient and family members regarding CIED lifesaving therapies including fielding patient’s and family’s questions regarding end-of-life matters related to CIED therapy.
· Facilitates home wellbeing checks by public services and recognizes the potential for discovering patient death on remote CIED follow-up
· Maintains practice standards in regard to Quality Improvement and OSHA.
· Operate required vehicle(s) in a safe manner to perform required duties of the position.
· Performs general and cardiac nursing care to patients. Administers prescribed medications and treatment in accordance with nursing standards.
· Performs in-person interrogation and any needed reprogramming on all cardiac implantable electronic device (CIED) models of pacemakers, ICDs and Implantable Loop Recorders (ILRs) and documents according to IHC protocols.
· Provides assistance to Electrophysiology (EP) provider in office, and facilitates office schedule.
· Provides guidance on peri-procedural, peri-surgical and MRI device management
· Provides patient and family education and documents in medical records.
· Reads and researches patient records, charts and Practice Manager System for other pertinent information. May dictate history and physical, consults and other professional related letters.
· Reviews and reports pertinent test(s) results, outside examination results and patient symptoms; scrutinize for needed follow-up; communicates to provider.
· Reviews CIED remote transmissions and completes documentation according to IHC protocol.
· Triages phone calls and significant device evaluation findings, gives carries out verbal and written orders according to standing orders or established protocols.
MARGINAL FUNCTIONS:
· All other duties as assigned.
· Attends required meetings and participates on committees as required
· Clinical resource for the Heart Rhythm Center’s Arrhythmia services Technicians.
· Monitors and maintains supplies on crash cart.
· Participates in professional development.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
· Three years of RN nursing experience required. Two years of critical care experience preferred or clinical cardiac equivalent experience required.
· Current licensure as R.N., state of Iowa or compact state.
· Valid Iowa Driver’s/Chauffeurs License required, must meet Mercy’s Motor Vehicle Safety Standards, must be at least 18 years of age and be eligible to drive per Iowa state law.
· Proof of completion of Mandatory Reporter abuse training specific to population served within three (3) months of hire.
· Basic Life Support (BLS) for the Healthcare Provider certified or obtained by the end of the orientation period (approximately six (6) weeks). Acceptable credentialing bodies and certifications include American Heart Association Basic Life Support for Healthcare Providers.
· ACLS within 6 months of hire
· Level I Cardiac Arrhythmia class completion within 6 months
· Level II 12 Lead EKG class completion within 1 year
· Level III Advanced 12 Lead EKG class within 18 months
· International Board of Heart Rhythm Examiners (IBHRE) Cardiac Device Remote Monitor Specialist (CDRMS) certification examination following 1 year following device training, prior to the end of the 3rd year of performing CIED in-office evaluations
· IBHRE Certified Cardiac Device Specialist (CCDS) certification encouraged following 3 years of CIED follow-up and successful completion of the CDRMS examination with a passing score
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
ESSENTIAL FUNCTIONS:
· Acts as a problem solver as it relates to patient, family, physician issues according to protocol.
· Anticipates need for wearable defibrillators
· Anticipates potential symptomatic consequences of CIED evaluations and programming.
· Communicates with industry sales, clinical support and technical services representatives regarding CIED function, safety and battery longevity.
· Communicates with patient and family members regarding CIED lifesaving therapies including fielding patient’s and family’s questions regarding end-of-life matters related to CIED therapy.
· Facilitates home wellbeing checks by public services and recognizes the potential for discovering patient death on remote CIED follow-up
· Maintains practice standards in regard to Quality Improvement and OSHA.
· Operate required vehicle(s) in a safe manner to perform required duties of the position.
· Performs general and cardiac nursing care to patients. Administers prescribed medications and treatment in accordance with nursing standards.
· Performs in-person interrogation and any needed reprogramming on all cardiac implantable electronic device (CIED) models of pacemakers, ICDs and Implantable Loop Recorders (ILRs) and documents according to IHC protocols.
· Provides assistance to Electrophysiology (EP) provider in office, and facilitates office schedule.
· Provides guidance on peri-procedural, peri-surgical and MRI device management
· Provides patient and family education and documents in medical records.
· Reads and researches patient records, charts and Practice Manager System for other pertinent information. May dictate history and physical, consults and other professional related letters.
· Reviews and reports pertinent test(s) results, outside examination results and patient symptoms; scrutinize for needed follow-up; communicates to provider.
· Reviews CIED remote transmissions and completes documentation according to IHC protocol.
· Triages phone calls and significant device evaluation findings, gives carries out verbal and written orders according to standing orders or established protocols.
MARGINAL FUNCTIONS:
· All other duties as assigned.
· Attends required meetings and participates on committees as required
· Clinical resource for the Heart Rhythm Center’s Arrhythmia services Technicians.
· Monitors and maintains supplies on crash cart.
· Participates in professional development.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
· Three years of RN nursing experience required. Two years of critical care experience preferred or clinical cardiac equivalent experience required.
· Current licensure as R.N., state of Iowa or compact state.
· Valid Iowa Driver’s/Chauffeurs License required, must meet Mercy’s Motor Vehicle Safety Standards, must be at least 18 years of age and be eligible to drive per Iowa state law.
· Proof of completion of Mandatory Reporter abuse training specific to population served within three (3) months of hire.
· Basic Life Support (BLS) for the Healthcare Provider certified or obtained by the end of the orientation period (approximately six (6) weeks). Acceptable credentialing bodies and certifications include American Heart Association Basic Life Support for Healthcare Providers.
· ACLS within 6 months of hire
· Level I Cardiac Arrhythmia class completion within 6 months
· Level II 12 Lead EKG class completion within 1 year
· Level III Advanced 12 Lead EKG class within 18 months
· International Board of Heart Rhythm Examiners (IBHRE) Cardiac Device Remote Monitor Specialist (CDRMS) certification examination following 1 year following device training, prior to the end of the 3rd year of performing CIED in-office evaluations
· IBHRE Certified Cardiac Device Specialist (CCDS) certification encouraged following 3 years of CIED follow-up and successful completion of the CDRMS examination with a passing score
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
ESSENTIAL FUNCTIONS:
· Acts as a problem solver as it relates to patient, family, physician issues according to protocol.
· Anticipates need for wearable defibrillators
· Anticipates potential symptomatic consequences of CIED evaluations and programming.
· Communicates with industry sales, clinical support and technical services representatives regarding CIED function, safety and battery longevity.
· Communicates with patient and family members regarding CIED lifesaving therapies including fielding patient’s and family’s questions regarding end-of-life matters related to CIED therapy.
· Facilitates home wellbeing checks by public services and recognizes the potential for discovering patient death on remote CIED follow-up
· Maintains practice standards in regard to Quality Improvement and OSHA.
· Operate required vehicle(s) in a safe manner to perform required duties of the position.
· Performs general and cardiac nursing care to patients. Administers prescribed medications and treatment in accordance with nursing standards.
· Performs in-person interrogation and any needed reprogramming on all cardiac implantable electronic device (CIED) models of pacemakers, ICDs and Implantable Loop Recorders (ILRs) and documents according to IHC protocols.
· Provides assistance to Electrophysiology (EP) provider in office, and facilitates office schedule.
· Provides guidance on peri-procedural, peri-surgical and MRI device management
· Provides patient and family education and documents in medical records.
· Reads and researches patient records, charts and Practice Manager System for other pertinent information. May dictate history and physical, consults and other professional related letters.
· Reviews and reports pertinent test(s) results, outside examination results and patient symptoms; scrutinize for needed follow-up; communicates to provider.
· Reviews CIED remote transmissions and completes documentation according to IHC protocol.
· Triages phone calls and significant device evaluation findings, gives carries out verbal and written orders according to standing orders or established protocols.
MARGINAL FUNCTIONS:
· All other duties as assigned.
· Attends required meetings and participates on committees as required
· Clinical resource for the Heart Rhythm Center’s Arrhythmia services Technicians.
· Monitors and maintains supplies on crash cart.
· Participates in professional development.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
· Three years of RN nursing experience required. Two years of critical care experience preferred or clinical cardiac equivalent experience required.
· Current licensure as R.N., state of Iowa or compact state.
· Valid Iowa Driver’s/Chauffeurs License required, must meet Mercy’s Motor Vehicle Safety Standards, must be at least 18 years of age and be eligible to drive per Iowa state law.
· Proof of completion of Mandatory Reporter abuse training specific to population served within three (3) months of hire.
· Basic Life Support (BLS) for the Healthcare Provider certified or obtained by the end of the orientation period (approximately six (6) weeks). Acceptable credentialing bodies and certifications include American Heart Association Basic Life Support for Healthcare Providers.
· ACLS within 6 months of hire
· Level I Cardiac Arrhythmia class completion within 6 months
· Level II 12 Lead EKG class completion within 1 year
· Level III Advanced 12 Lead EKG class within 18 months
· International Board of Heart Rhythm Examiners (IBHRE) Cardiac Device Remote Monitor Specialist (CDRMS) certification examination following 1 year following device training, prior to the end of the 3rd year of performing CIED in-office evaluations
· IBHRE Certified Cardiac Device Specialist (CCDS) certification encouraged following 3 years of CIED follow-up and successful completion of the CDRMS examination with a passing score
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
- Hiring bonus
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As Account Representative - State Farm Agent Team Member for Bob Smith - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Provide information about insurance products and services.
- Assist clients with policy applications and renewals.
- Handle client inquiries and provide timely responses.
- Maintain accurate records of client interactions.
- Strong communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Experience in customer service or sales preferred.
At Burlington, we embrace the many facets of diversity that strengthen our communities where we live and work every day. If you want to grow your retail career with a caring and inclusive organization, come join us as a Burlington Stores Full-Time Customer Service Supervisor or Full-Time Selling Floor Supervisor!
As a Retail Front End Supervisor, you'll be an integral part of the store leadership team, working closely with Store Management in the areas of Merchandising, Customer Service, Operations, and Human Resources. This leadership position is the stepping-stone to a management role within our expanding organization. Are you a self-starter with the ability to supervise store operations efficiently and effectively? If you are a proven leader who understands the value of building strong teams and partnerships to drive results, this is the right opportunity for you!
At Burlington, we live by our Core Values:
+ Drive Results
+ Trust & Respect Each Other
+ Build Teams & Partnerships
Burlington Benefits:
+ Growth Opportunities
+ Competitive Pay
+ Flexible Hours
+ 15-30% Associate Discount
+ Medical, Dental, and Vision Coverage
+ Employee Assistance Program
+ Life and Disability Insurance
+ Paid Time Off
+ Paid Holidays
+ 401 (k)
Key Responsibilities:
+ Supervise all store functions and associates while in the role of Manager on Duty
+ Maximize sales results through training, developing, and coaching of direct reports
+ Promote safety for both our customers and associates by adhering to company guidelines
+ Cultivate a diverse culture based on teamwork and collaboration
+ Solve issues/concerns, making informed decisions and supervising the front-end operations to ensure all Burlington customers are provided with exceptional, friendly, and professional customer service at all times
+ Reinforce our company Asset Protection strategies to eliminate shortage
+ Assist in recruiting, interviewing, and onboarding new associates
+ Participate in weekly workload planning meetings
+ Drives Community Relations participation through company programs and partnerships
+ Coordinate meal and break periods and monitors schedule adherence
Requirements:
+ At least 1 year of supervisory experience within an off-price, big box, or a specialty environment
+ Strong interpersonal skills with a positive and engaging attitude
+ Ability to work a full-time schedule including nights, weekends and holidays as required
+ Ability to move/handle/lift store merchandise weighing 40 lbs. or more, as well as the ability to stand and walk for extended periods of time
At Burlington we're opening more stores nationwide to provide you with even more locations to enjoy our amazing prices on the brands and styles you love. As we grow, you can too through a variety of training and development opportunities!
Come join our team. You're going to like it here!
You will enjoy a competitive wage, flexible hours, and an associate discount. Burlington's benefits package includes medical, dental, and vision coverage including life and disability insurance. Full time associates may also be eligible for up to 12 days of paid time off annually, up to 8 paid holidays, paid sick time in accordance with applicable law, and a 401(k) plan. We are a rapidly growing brand and provide a variety of training and development opportunities so our associates can grow with us.
Our store teams work hard and have fun together! Burlington associates make a difference in the lives of customers, colleagues, and the communities where we live and work every day. Burlington Stores, Inc. is an equal opportunity employer committed to workplace diversity.
Base Pay: $16.00 per hour - $18.00 per hour
Location 01277 - Clive
Posting Number P1-1077846-9
Address 10201 University Avenue
Zip Code 50325
Position Type Regular Full-Time
Career Site Category Store Associate
Position Category Retail Store
Base Pay $16.00 - $18.00 per hour
This role involves leading a network of resources across the organization (Home Office and Field) to support agents receiving significant books of business.
The consultant will utilize an established framework to effectively plan, coordinate, monitor, report, and lead through change.
Who We Are: At Farm Bureau Financial Services, we make insurance simple so our client/members can feel confident knowing their family, home, cars and other property are protected.
We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take.
We're proud of our more than 75-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
Key Responsibilities: Program Development: Create and implement new programs and processes to ensure successful book assignments.
Manage ongoing administration and oversee change and communication planning.
Operational Leadership: Lead efforts to operationalize support programs for significant book assignments, incorporating best practices from internal and external stakeholders.
Performance Monitoring: Track and analyze the progress and performance of book assignments, identifying milestones, issues, and risks.
Share reports, recommend actions, and escalate issues to leadership as needed.
Risk Management: Collaborate with field leadership to identify and mitigate risks associated with book assignments.
Conduct research, communicate findings, and recommend mitigation strategies.
Succession Planning: Oversee the succession planning program, including agreement reviews, approvals, and payouts.
Develop detailed transition plans and lead cross-functional teams to execute these plans.
Process Enhancement: Establish and enhance business process management solutions to ensure transparency and communication for book assignments.
Resource Coordination: Identify and manage support resources, forecast capacity needs, coordinate availability, align activities to results, and ensure accountability.
Reporting: Develop reports and presentations to communicate the status and outcomes of book assignment and succession planning programs.
Program Improvement: Identify, recommend, and implement program-wide initiatives and enhancements based on feedback and overall results.
Present recommendations to senior leadership.
Non-Essential Functions: Perform other job-related duties or special projects as assigned.
Insurance designation preferred (LUTCF, CPCU, CIC or other).
Qualifications: College degree or equivalent plus seven years of relevant experience.
Multi-line insurance experience, including extensive field sales background, is essential.
Deep understanding of insurance distribution/field operations and how agents run their businesses.
Excellent relationship building, planning, organizational, and facilitation skills.
Strong leadership skills with the ability to build relationships across teams and influence all levels of the organization.
Ability to manage multiple priorities, with experience in designing and implementing new processes.
Strong communication skills, both oral and written, with a desire to provide excellent customer service to both internal and external partners.
FINRA Registered Representative and Principal, Series 6, 63 & SIE licenses (optional).
Some travel may be required, including overnight stays (10-15%) (e.g., agency visits, conferences).
What We Offer You: When you're on our team, you get more than a great paycheck.
You'll also have career development and educational opportunities.
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options.
We also offer paid time off, including holidays and volunteer time.
Our teams focus on building relationships through engagement and fun! Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
Farm Bureau....where the grass really IS greener! Work Authorization/Sponsorship Applicants must be currently authorized to work in the United States on a full-time basis.
We cannot sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we cannot sponsor OPT status.
We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take.
We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do: As a Wealth Management Support Specialist, you'll work closely with Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) in all requirements of the sales process, onboarding, and servicing clients The position supports multiple WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise.
Prepare Advisor for upcoming client meetings, including preparing/updating financial plans, conducting investment research, preparing documentation for new business or other client transactions.
Process all new & existing client transactions from beginning to end, ensuring accuracy & timely completion; including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes, as needed.
Communicate directly with clients or agents on all service-related questions and changes, handling complex issues and problems with little or no Advisor involvement.
Maintain compliance-approved materials, including sales literature, brochures, prospectuses, forms, manuals, etc.
while also maintaining the integrity of client files and records via hard copy files with goal of E-File maintenance.
All other tasks, as needed.
What It Takes to Join Our Team: Associate degree or equivalent work experience required.
Preferred: Administrative or customer service experience in financial services, with exposure to Broker-Dealer and Registered Investment Adviser platforms.
Strong organizational and multitasking skills; proficiency in Microsoft Office Suite.
Regulatory fingerprinting required.
Excellent computer skills and ability to learn multiple systems quickly.
Self-motivated with the ability to work independently.
Ability to handle confidential information appropriately.
Strong verbal and written communication skills.
Must be able to work Monday-Friday from our office in West Des Moines, IA.
What We Offer You: When you're on our team, you get more than a great paycheck.
You'll hear about career development and educational opportunities.
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options.
We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun.
Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
Farm Bureau....where the grass really IS greener! 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.