Financial Services Associate: Insurance & Investment Path

Mark Cortesi - State Farm Agent; Springfield (IL); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health stipend

Simple IRA

Group life insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Descripción de la vacante

Mark Cortesi - State Farm Agent in Illinois is seeking a motivated, customer-focused individual to begin a career in financial services. You will help customers with life and health insurance solutions while working toward securities licenses to expand into investments and financial planning.

This role suits someone who enjoys meaningful conversations, has problem-solving skills, and wants long-term growth in financial services and planning.

Formación

• Active Life & Health license preferred, or willingness to obtain
• Interest in obtaining FINRA securities licenses (Series 6/63/65 or SIE)
• Sales or customer service experience in financial services, insurance, or a related field is helpful
• Strong communication and relationship-building skills
• Motivated, coachable, and interested in long-term career growth in financial services

Responsabilidades

• Help customers understand and secure life and health insurance coverage that supports their financial goals
• Conduct customer needs analyses and provide guidance on protection and financial planning options
• Build strong relationships with customers through ongoing conversations and policy reviews
• Study for and obtain required securities licenses to expand into investment and financial services
• Transition into advising on investment options and broader financial planning once licensed
• Maintain compliance with insurance and financial regulations

Conocimientos

Communication skills

Customer service

Relationship building

Motivated

Descripción del empleo

Mark Cortesi - State Farm Agent in Illinois is seeking a motivated, customer-focused individual to begin a career in financial services. You will help customers with life and health insurance solutions while working toward securities licenses to expand into investments and financial planning.

This role suits someone who enjoys meaningful conversations, has problem-solving skills, and wants long-term growth in financial services and planning.