Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• Life insurance
• Flexible schedule
• Paid time off
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Training & development

ABOUT OUR AGENCY:
My State Farm journey began in 2008 when I started in claims, giving me valuable industry experience and a strong foundation before eventually opening an agency of my own. I’ve now been an agent for three years and currently lead a growing team of six. I’m also a proud Illinois State University graduate.

Our culture is friendly, laid-back, and competitive. We set high expectations and want to perform at our best, but we also believe work should be enjoyable. We get together for quarterly office outings, keep a stocked break room, and create plenty of opportunities to have fun as a team. We’re even occasionally joined by my Bernese Mountain Dog, who proudly serves as our CDO (Chief Dog Officer)!

Giving back is an important part of our agency. We stay involved through community events and charitable initiatives, including a donation partnership with Special Olympics. We also enjoy including family members in many of our outings and activities, helping create a welcoming environment that extends beyond the office.

Our agency offers life insurance benefits, a Simple IRA with an employer match, a stocked break room, and quarterly team outings. We want our team members to feel supported today while also having resources that contribute to their long-term financial well-being.

I’m looking for hardworking, friendly people who enjoy a challenge and want to grow alongside a team that values both people and performance. If you’re driven to succeed but also want a workplace where people have fun, support one another, and genuinely enjoy being together, we’d love to meet you.

ROLE DESCRIPTION:
As a Financial Services Representative, 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:

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

SCHEDULE : We understand everyone’s schedule is different. That’s why we offer the option to work either five 8-hour days or four 10-hour days - giving you flexibility to choose what works best for you.

Flexible work from home options available.