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Ag Financial Service Representative


Ag Financial Service Representatives are in charge of creating and increasing a unique loan/insurance portfolio, which includes term, mortgage, and operating loans. Their main customers are usually closely tied with part-time farms, hobby farms, niche agricultural farms, recreational properties, and traditional farms.



What responsibilities will I have?

  • Market credit and financial services and establishing new market relationships in the consumer, farm, ranch and residential markets
  • Provide documentation support for all monitoring/compliance functions with regard to existing credits within portfolios
  • Ensure the certification of completions, conditions and draw-down paperwork is met
  • Generate reports that monitor credit and administrative documentation
  • Generate reports for debt management, annual reviews and valuations
  • Prepare documentation for lending submissions
  • Ensure compliance within lending policies
  • May assist in other administration tasks as required such as accounting functions
  • Assist in the development of lending structures
  • Perform sales of insurance products to customers and non-customer prospects
  • Develop proposals for one-on-one sales calls with customers or prospects, and provide assistance with insurance sales proposals for financial officers in preparation of prospect sales calls
  • Coordinate insurance programs within assigned marketing areas
  • Gather acreage reports and production histories for servicing of crop insurance policies


What education and training is required?

A bachelor’s degree in agricultural business, finance or business administration.


To pursue a career as an Ag Financial Service Representative:

The following high school courses are recommended:  agricultural education, mathematics/economics/accounting.


Typical Employers:

Agricultural lending banks and agricultural insurance companies.


Future Job Market/Outlook:

The future outlook for Ag Financial Service Representatives is projected to be good.


Suggested Professional Organizations and Associations:

  • State Agribusiness Associations
  • American Society of Farm Managers and Rural Appraisers
  •  American Society of Agricultural Appraisers


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