Financial Services Advisor — Planning, Investments & Risk

State Farm Agent; Urbana (IL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

IRA matching

Advancement opportunities

Paid time off

Bonus based on performance

Competitive salary

Job summary

State Farm agency in Urbana, IL seeks a Financial Services Representative to market financial products, educate customers on options, and support portfolio management with a consultative, sales-minded approach. Strong regulatory knowledge and client-focused service are key.

Role involves advising on auto, home, life insurance and retirement planning while maintaining compliance and pursuing advancement opportunities within the agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• SIE, Series 6/63/65, and other relevant certifications.

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.

Skills

Analytical skills

Communication skills

Job description

State Farm agency in Urbana, IL seeks a Financial Services Representative to market financial products, educate customers on options, and support portfolio management with a consultative, sales-minded approach. Strong regulatory knowledge and client-focused service are key.

Role involves advising on auto, home, life insurance and retirement planning while maintaining compliance and pursuing advancement opportunities within the agency.