Financial Services Representative

gobravvo; Waterloo (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid time off

401(k) with match

Health insurance

Life insurance

Short-term disability

Parental leave

Training and license costs covered

Job summary

gobravvo is seeking a motivated Financial Services Representative in Illinois to deliver personalized financial planning and insurance solutions to a diverse client base. The role emphasizes regulatory compliance, client education, and building lasting partnerships with families and individuals.

The position involves guiding clients through retirement planning, annuities, mutual funds, and other financial products while pursuing ongoing licenses with agency support.

Qualifications

• Active FINRA Series 65, Series 6, or Series 63 licenses or willingness to obtain.
• Property & Casualty and Life & Health licenses preferred, with agency support for obtaining if needed.
• Experience in financial services, investment sales, insurance sales, or wealth management is advantageous.
• Demonstrated consultative sales skills and the ability to build strong client relationships.
• Knowledge of retirement planning, annuities, mutual funds, and other financial products is a plus.
• Self-motivated, goal-oriented, and professional demeanor.
• Exceptional communication and advisory skills.

Responsibilities

• Provide retirement planning, investment products, and insurance-based financial solutions.
• Conduct comprehensive financial needs analysis and recommend appropriate strategies and products.
• Develop and sustain long-term client relationships built on trust and integrity.
• Cross-sell financial services to existing insurance clients to enhance their overall financial wellbeing.
• Generate new business through referrals, networking, and proactive prospecting.
• Conduct regular policy and account reviews, as well as in-depth financial planning discussions with clients.
• Ensure strict compliance with all FINRA and state insurance regulations.
• Consistently meet or exceed production, sales, and revenue targets as set by the agency.

Skills

Consultative sales

Client relationship management

Financial advisory

Communication skills

Education

FINRA Series 65/6/63 licenses

Job description

The Financial Services Representative (FSR) role is a key position within the financial services and insurance industry, designed for professionals who possess or are willing to obtain active Series 65, Series 6, and/or Series 63 licenses. As a Financial Services Representative, you will have the opportunity to deliver comprehensive financial guidance and investment-related services to a diverse clientele. The core focus of this position is to help individuals and families achieve their financial goals through personalized financial planning, robust insurance-based solutions, and long-term relationship management.

As a Financial Services Representative, you will work with clients to assess their financial needs, introduce suitable investment products, and provide insurance solutions tailored to their unique circumstances. This role involves a mix of relationship-building, consultative sales, and compliance with industry regulations, making it an ideal opportunity for candidates with a background in financial services, investment sales, insurance sales, or wealth management. You will be entrusted with the responsibility of guiding clients through important decisions, including retirement planning, annuities, mutual funds, and other financial products, ensuring their assets are protected and their futures are secure.

In addition to client-facing responsibilities, the Financial Services Representative will be expected to generate new business through referrals, networking, and proactive prospecting. The role emphasizes ongoing professional development, compliance with FINRA and state insurance regulations, and meeting or exceeding established production, sales, and revenue goals. This is a dynamic opportunity for self-motivated and goal-oriented individuals who are passionate about providing excellent client service and contributing to the growth of a reputable financial services agency.

Our agency is committed to fostering a supportive and growth-oriented environment. We value professionalism, integrity, and a customer-first approach. The team culture encourages continuous learning and development, with resources and training provided to help you obtain necessary licenses and advance your career within the financial services and insurance sector.

Financial Services Representative - Summary

• Serve as a trusted financial advisor, delivering personalized guidance on investment and insurance solutions.
• Build and maintain long-term relationships with clients, helping them achieve financial security and growth.
• Work within a reputable agency that supports ongoing professional development and career advancement.

Duties & Responsibilities

• Provide expert guidance in retirement planning, investment products, and insurance-based financial solutions.
• Conduct comprehensive financial needs analysis and recommend appropriate strategies and products.
• Develop and sustain long-term client relationships built on trust and integrity.
• Cross-sell financial services to existing insurance clients to enhance their overall financial wellbeing.
• Generate new business through referrals, networking, and proactive prospecting.
• Conduct regular policy and account reviews, as well as in-depth financial planning discussions with clients.
• Ensure strict compliance with all FINRA and state insurance regulations.
• Consistently meet or exceed production, sales, and revenue targets as set by the agency.

Salary & Benefits

• Competitive base salary with additional commission and bonus opportunities.
• Paid time off, including vacation and personal/sick days.
• 401(k) retirement plan with employer matching.
• Comprehensive health insurance coverage.
• Life insurance and short-term disability benefits.
• Parental leave for eligible employees.
• Ongoing training and professional development opportunities.
• Agency covers costs associated with obtaining necessary insurance licenses.
• Opportunities for career growth within the financial services and insurance industry.

Qualifications & Requirements

• Active Series 65, Series 6, and/or Series 63 license required, or willingness to obtain.
• Property & Casualty and Life & Health insurance licenses preferred, with agency support for obtaining if needed.
• Professional experience in financial services, investment sales, insurance sales, or wealth management is advantageous.
• Demonstrated consultative sales skills and the ability to build strong client relationships.
• Knowledge of retirement planning, annuities, mutual funds, and other financial products is a plus.
• Self-motivated, goal-oriented, and professional demeanor.
• Exceptional communication and advisory skills.

Ideal Candidate Snapshot

• Thrives in a client-focused, relationship-driven environment.
• Demonstrates a high level of professionalism and integrity in all interactions.
• Is passionate about helping clients achieve their financial goals and security.
• Works proactively to generate new business and expand existing client relationships.
• Values ongoing learning and professional development to stay current in the industry.

Other Relevant Information

• Opportunity to work with a respected agency known for its commitment to client success and ethical standards.
• Supportive team environment that encourages collaboration and professional growth.
• Agency culture prioritizes customer service, transparency, and long-term relationships.
• Ideal for professionals seeking a long-term career in financial services and insurance.