Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Health insurance

ABOUT OUR AGENCY:
We launched our agency in 2014 and are now a thriving team of 10, with even more growth on the horizon! In 2022, we designed and built an office space that reflects who we area team that values both hard work and having a great time together. (Pro tip: ask for a tour of our garage!)

What sets us apart? Our office might just be the most fun State Farm office in Illinois. Weve got a gym, golf simulator, pool table, ping pong table, and a backyard big enough for a home run derby. We keep things lively with friendly competitions and love mixing it up with a team full of dreamers, thinkers, jocks, nerds, introverts, and extroverts. Theres truly a place for everyone here.

We offer strong individual bonus and compensation plans, plus team-based bonuses to reward collective success. You'll have access to mentorship opportunities, collaborative selling, and extensive in-house marketing resources that keep the leads flowing. If youre looking for growth, support, and a seriously fun environment, wed love to meet you!

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ryan Vanderveen - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• L&H License
• FINRA Series 7 and 63 licenses.