Succession and Retirement Planning Consultant
Fargo, ND, US, 58108
AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica) and Frontier Farm Credit are financial cooperatives that operate under shared management across eight states. While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services.
Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve. We take pride in being a great place to work, and this enthusiasm is reflected in the relationships our team members foster with one another and with our customers.
Job Summary
We are seeking a Succession and Retirement Planning Consultant to join our team! This role will provide quality consulting services and solutions that contribute to customer satisfaction and success. Consults with customers on their estate, retirement, and transition plans. Maintains a highly sophisticated level of knowledge and expertise in estate planning, business entity, tax, and consulting fields.
Essential Duties & Responsibilities
- Delivers quality consulting services to customers to expand relationships and create opportunities. Seeks to understand customer needs and goals to present best solutions.
- Acts as a facilitator, discussion leader, counselor, and advisor to assist customers in solving succession concerns, retirement issues, and resolving potential or real conflicts.
- Advises customers on estate planning transition and/or expansion, entity analysis, and problem resolution.
- Through timely and accurate counseling, leads and facilitates customers through analyzing and resolving pertinent personal and business issues, particularly those issues in the areas of estate planning business structure and transition.
- Maintains a strong working knowledge of products and services to provide solid financial solutions that contribute to customer satisfaction and success.
- Ensures recommended solutions are in compliance with legal and tax regulations, along with policies and procedures.
- Collaborates as a key resource in designing, developing, and implementing education programs. Participates in the development and delivery of program content, procedures, and goals to enhance the total value brought to customers and staff. Ensure programs are responsive to customer needs, the marketplace, and the environment by integrating all products and services into a valuable package.
- Coordinates with corporate departments, retail offices, and teammates to enhance and expand marketing opportunities to our customers.
- Identifies market potential and assists the Marketing department in developing and implementing promotions, advertisements, and other marketing programs.
- Identifies customer needs and facilitates solutions through teammates.
- Coordinates educational class and presentations to provide a quality learning environment for customers and teammates.
- Develop training tools and materials to enhance presentations and marketing opportunities.
- Maintains a highly sophisticated level of knowledge and expertise in estate planning, accounting, tax, and consulting fields while serving as an educational and informational resource for customers and staff. Proactively expands and maintains expert and technical competency through continuing education.
Travel Time
Ability to travel approximately 50% of the time.
Education Requirements
Bachelor's degree in accounting, business management, agriculture, or other related field; or equivalent work experience.
Years of Experience
5 + years of accounting, financial, business, tax, or succession and retirement experience
Certification and Technical Requirements
Official Designation such as CRPC, CFP, CTFA, CPA, or JD preferred
About Us:
AgCountry has 45 offices, is based in Fargo, North Dakota and serves portions of North Dakota, Minnesota, and Wisconsin, FCSAmerica is based in Omaha, NE and has 42 local offices serves rural communities and agriculture in Iowa, Nebraska, South Dakota, and Wyoming. Frontier Farm Credit has six offices serving eastern Kansas. Together, we support nearly 82,000 producers and agribusinesses, meeting the needs of today’s agricultural industry with our combined 2600+ employees providing lending, risk management, technology, commodity marketing, and customer and employee education.
Nearest Major Market: Fargo