We are looking for a Bi Lingual Spanish part time motivated and detail-oriented Farmers Financial Solutions Coordinator to support our licensed agents in delivering retirement, life insurance, and financial products through the Farmers Financial Solutions program. This role involves assisting with appointment scheduling, preparing client paperwork, maintaining compliance documentation, and providing top-notch service to clients throughout the financial planning process.

Salary Range: $25,000.00 - $30,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Career Growth Opportunities

Mon-Fri Schedule

Hands on Training

Working knowledge and Familiarity with financial products.

Strong organizational skills with the ability to manage multiple priorities and deadlines

Comfortable scheduling appointments, following up on leads, and maintaining accurate client records

Ability to support licensed Registered Representatives with application processing, compliance, and client onboarding

Detail-Oriented You catch the small things that matter in financial paperwork and compliance.

Reliable & Responsible You're the one others can count on to follow through and keep things moving.

Clear Communicator Whether speaking with clients or internal team members, you're professional and articulate.

Client-Focused You take pride in helping others, building trust, and providing high-quality service.

Adaptable You thrive in a fast-paced environment and adjust easily to changes or shifting priorities.

Problem-Solver When things don't go as planned, you find a way to make it work without being asked.

Team-Oriented You support the teams success just as much as your own.

As an Farmers Financial Solutions Coordinator, your primary responsibilities will be to:

Support licensed financial representatives in managing and organizing their client activities and schedules.

Set quality appointments with current and prospective clients.

Assist with general administrative support as needed to ensure a smooth workflow working with broker dealer and fund companies.

Assist with administrative tasks in the preparation of advertising, marketing or promotional communications

coordinating schedules and appointments with registered representatives and clients

Running illustrations and researching products

This position is critical to the success of our team and the quality of service we provide to our clients.