Top 39 Financial consultant Jobs in Pocatello, Id

Disrict Manager - Southeast Idaho
Farm Bureau Insurance Company of Idaho —Pocatello, ID
- $156,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- Writing skills
- Health savings account
- Health insurance
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Wealth Management Trainee (ID)
Bankers Life —Pocatello, ID
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Financial Consultant
WealthBridge Financial Group —Chubbuck, ID
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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Managing Director
WealthBridge Financial Group —Chubbuck, ID
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
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Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Wealth Management Trainee (ID)
Bankers Life —Pocatello, ID
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
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financial consultant jobs near pocatello, id

Disrict Manager - Southeast Idaho

Farm Bureau Insurance Company of Idaho
Pocatello, ID

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Job Details

Full-time
$156,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program

Qualifications

Computer operation
Confidential information handling
Professional ethics
Writing skills
Workplace dispute resolution
High school diploma or GED
Change management
Driver's License
Project management
Attention to detail
Recruiting
FINRA License
Productivity software
Insurance sales
Stakeholder relationship building
Sales lead qualification

Full Job Description

POSITION SUMMARY

Working knowledge of Property & Casualty insurance principles, products, and terminology preferred.

The District Manager is responsible for leading, developing, and growing an assigned district of insurance agencies. This position provides leadership, coaching, and strategic direction to agents and agency staff to achieve production goals, improve customer service, expand market presence, and support the overall objectives of the Company.

The District Manager is responsible for recruiting, onboarding, training, mentoring, and developing agents while creating an environment that encourages accountability, professional growth, teamwork, and superior customer experiences. This position serves as a key connection between field operations and Company leadership

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS

Lead, coach, and develop insurance agents and agency staff to achieve sales, retention, profitability, and service objectives.
Develop and execute district business plans aligned with Company strategy, goals, and growth initiatives.
Recruit and develop high-performing agents and agency personnel.
Provide ongoing coaching, performance management, training, and accountability to assigned agencies.
Build strong relationships with agents, customers, community partners, and Company leadership.
Monitor district performance metrics, identify opportunities, and implement strategies to improve results.
Analyze local market conditions and develop plans to increase market share and strengthen agency presence.
Promote cross-selling opportunities and the full range of insurance products offered by the Company.
Encourage agents to develop strong referral networks and community relationships.
Support compliance with Company policies, procedures, ethical standards, and regulatory requirements.
Conduct regular agency visits, meetings, training sessions, and performance reviews.
Identify challenges and develop timely, practical solutions that improve operational effectiveness.
Demonstrate leadership through initiative, innovation, adaptability, and a commitment to achieving results.
Maintain professional relationships and represent the Company positively within assigned communities.
Perform miscellaneous duties and special projects as assigned.

POSITION REQUIREMENTS

Business Acumen – Ability to grasp and understand business concepts and issues.
Change Management – Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.
Confidentiality – Ability to keep sensitive information private and secure.
Conflict Resolution – Ability to deal with others in an antagonistic situation.
Communication - Ability to communicate effectively with others using the spoken word and also writing in a clear and concise manner.
Decision Making – Ability to make critical decisions while following company procedures.
Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
Judgment – Ability to formulate a sound decision using the available information.
Organized - Possessing the trait of being organized or following a systematic method of performing a task.
Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
Proactive – Ability to create or control a situation by causing something to happen rather than responding to it after it has happened.
Problem Solving – Ability to find a solution for or to deal proactively with work-related problems.
Project Management - Ability to organize and direct a project to completion.
Professionalism - Avoid business or personal activities that present a conflict of interest.
Display conducts favorable to oneself, the department, and the company.
Working Under Pressure – Ability to complete assigned tasks under stressful situations.

POSITION QUALIFICATIONS

Education: College Degree in business/finance or equivalent experience preferred.

Experience: Three to five years of insurance sales, agency management, or related leadership experience preferred.

Computer Skills: Proficient in Microsoft Office Suite.

Certificates & Licenses: Licensed by the State of Idaho in all product lines offered by the

Company. FINRA Series 6, 63, and 26 preferred/required as applicable.

Other: Standard driver’s license and satisfactory motor vehicle record.

Pay: $156,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance

Experience:

Property & Casualty Insurance: 1 year (Preferred)

Work Location: Hybrid remote in Pocatello, ID 83201

Quick Apply

Refine Your Search

financial consultant jobs in pocatello, id

Disrict Manager - Southeast Idaho

Wealth Management Trainee (ID)

Financial Consultant

Managing Director

Relationship Manager – Private Wealth & Tax Solutions

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