Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Flexible schedule
• Paid time off

Position Overview
We are seeking a driven Financial Services Representative to lead and grow the Life Insurance & Investment Planning Services division within our agency.

With 3 office locations (Minooka, Ottawa, and Streator) and a base of 7,500+ existing households , this role offers immediate opportunity to generate new business by working within an established client base not starting from scratch. We recently purchased the former CIBC Bank Building in Minooka to assist in our rapid growth.

This is a production-focused role responsible for driving new assets, expanding client relationships, and increasing overall household value through investments, annuities, and insurance solutions.

What Youll Do

Drive Investment Growth

• Generate new assets through:
  • Advisory accounts
  • Brokerage accounts
• Identify opportunities within the current client base to consolidate and move assets
• Build long-term relationships focused on financial planning and retention

Annuity Production

• Produce new business through:
  • Jackson National annuities & State Farm fixed annuities
• Position annuities as part of retirement and income strategies

Expand Life & Health Within the Book

• Actively identify and close:
  • Life & Health insurance opportunities
• Increase protection per household across the existing client base

What Makes This Role Different

• 7,500+ households of existing customers = built-in opportunity
• 3 established office locations providing consistent lead flow
• Multiple revenue streams:
  • Investment / Annuities / Life & Health insurance
• You are stepping into a system designed for growth, not building from zero

What Were Looking For

• Highly competitive and results-driven
• Strong sales and closing ability
• Comfortable discussing investments, retirement planning, and protection strategies
• Ability to identify opportunities within an existing book of business
• Self-motivated with a strong work ethic

Licensing & Experience

• Life & Health license (or willingness to obtain)
• Securities licenses (Series 6/63/65 Preferred, or willingness to obtain)
• Experience in financial services, insurance, or sales preferred

Compensation & Growth

• Base salary + performance-based incentives (Total $80,000 - $120,000+)
• Significant earning potential tied directly to production
• Access to an established book of business for immediate impact
• Opportunity to grow within a high-performing, multi-office agency

Final Note
This role is designed for individuals who want to build a six-figure income through production and client growth.