Financial Services Pro - Insurance & Investments

Kariskares; La Grange (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kariskares is looking for a Financial Services Representative to join the State Farm Agent Team in La Grange, Illinois. This full-time position requires a strong sales-oriented approach to educate customers on financial products and insurance.

Responsibilities include consulting on financial planning, generating leads, and ensuring compliance with regulations. The role offers a competitive salary ranging from $70,000 to $100,000 per year along with various employee benefits such as health insurance and paid time off.

Qualifications

• Active Life & Health license is required.
• Experience in financial services and/or insurance is preferred.
• Must demonstrate strong communication and analytical skills.

Responsibilities

• Consult customers on financial planning and investment options.
• Identify customer needs and present tailored insurance solutions.
• Generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Experience in financial services or insurance

Job description

Kariskares is looking for a Financial Services Representative to join the State Farm Agent Team in La Grange, Illinois. This full-time position requires a strong sales-oriented approach to educate customers on financial products and insurance.

Responsibilities include consulting on financial planning, generating leads, and ensuring compliance with regulations. The role offers a competitive salary ranging from $70,000 to $100,000 per year along with various employee benefits such as health insurance and paid time off.