Financial Services Assistant – State Farm Agent Team Member

Colin Fane; Illinois; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off

Benefits and growth opportunities

Job summary

A local insurance agency in Oak Park, IL, is seeking a Financial Services Assistant to support sales and customer acquisition efforts. The ideal candidate will engage with clients to understand their needs, provide tailored insurance solutions, and build lasting relationships. Strong sales experience and communication skills are essential. The role offers competitive compensation, ongoing training, and career growth opportunities.

Qualifications

• Prior experience in sales or customer service is preferred.
• Excellent verbal and written communication skills.
• Commitment to outstanding service and client relationships.
• Self-motivated and focused on meeting targets.
• Familiarity with insurance products is advantageous.

Responsibilities

• Engage with potential customers to understand their insurance needs.
• Proactively seek new business opportunities through referrals.
• Conduct comprehensive consultations and present suitable solutions.
• Build strong, lasting client relationships.
• Work closely with the team to achieve sales targets.

Skills

Sales Experience

Communication Skills

Customer-Centric

Goal-Oriented

Insurance Knowledge

Job description

Financial Services Assistant – State Farm Agent Team Member

Full Time in Oak Park, IL

Colin Fane State Farm is seeking a Sales Associate to join our successful and growing team. This role focuses on helping individuals and families protect what matters most through personalized insurance and financial product solutions.

About Us

At Colin Fane State Farm, we are a trusted partner in our customers\' lives, providing protection and peace of mind. As a State Farm agency, we have access to a wide range of insurance and financial products, allowing us to offer tailored solutions to our clients.

Role and Responsibilities

• Sales and Customer Acquisition Engage with potential customers to understand their insurance needs and recommend personalized insurance and financial products that align with their requirements.
• Lead Generation Proactively seek new business opportunities through referrals, networking events, and community involvement.
• Consultative Selling Conduct comprehensive consultations, identify coverage needs, and present suitable solutions clearly.
• Customer Relationship Management Build strong, lasting relationships with clients and provide ongoing support.
• Team Collaboration Work closely with the team to achieve sales targets and contribute to agency success.

Qualifications

• Sales Experience Prior experience in sales or customer service is preferred, but a genuine passion for sales and a drive to succeed is welcome.
• Communication Skills Excellent verbal and written communication to convey insurance concepts and deliver quality service.
• Customer-Centric Commitment to outstanding service and building long-term client relationships.
• Goal-Oriented Self-motivated and focused on meeting and exceeding sales targets.
• Insurance Knowledge Familiarity with insurance products and industry practices is advantageous but not required.

Ongoing training and development opportunities are provided. A supportive, collaborative team environment and opportunities for career growth within the agency are available.

Compensation & Benefits

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Benefits and growth opportunities within the office

Hours Tues–Thurs 9AM–7PM; Mon & Fri 9AM–5PM; Sat 9AM–12PM

Location Oak Park, IL

Note State Farm agents are independent contractors who hire their own employees. Agents are responsible for employment decisions regarding their staff.

Join a community of good neighbors

Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none.