Financial Services Representative: Insurance & Investments

Ryan Kleeman - State Farm Agent; Litchfield (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Ryan Kleeman - State Farm Agent in Litchfield, Illinois, is seeking a Financial Services Representative to market financial products and consult customers on insurance options. This role demands strong analytical skills and a customer-focused demeanor.

The ideal candidate possesses an active state Life & Health license and relevant FINRA licenses. Responsibilities include conducting financial reviews, identifying customer needs, and maintaining compliance with regulations while driving new business.

Qualifications

• Experience in financial services and/or insurance is required.
• Professional and trustworthy attitude is necessary.

Responsibilities

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

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active state Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Ryan Kleeman - State Farm Agent in Litchfield, Illinois, is seeking a Financial Services Representative to market financial products and consult customers on insurance options. This role demands strong analytical skills and a customer-focused demeanor.

The ideal candidate possesses an active state Life & Health license and relevant FINRA licenses. Responsibilities include conducting financial reviews, identifying customer needs, and maintaining compliance with regulations while driving new business.