Financial Services Representative - State Farm Agent Team Member

Ryan Vanderveen - State Farm Agent; Aurora (IL); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Bonus

Competitive pay

Flexible schedule

Advancement opportunities

Paid time off

Training & development

401(k)

Health insurance

Job summary

Ryan Vanderveen - State Farm Agent in Illinois is seeking a proactive Financial Services Representative to market and manage financial products that help clients protect and grow what matters. You will rely on a consultative approach to educate customers on financial options and gro w a key part of a thriving agency.

In this role you will consult on insurance and investment options, assist with portfolio management and asset allocation, conduct financial reviews, and ensure compliance with

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• L&H License
• FINRA Series 65 licenses.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Health insurance

ABOUT OUR AGENCY

We launched our agency in 2014 and are now a thriving team of 10, with even more growth on the horizon! In 2026, we designed and built an office space that reflects who we are—a team that values both hard work and having a great time together. (Pro tip: ask for a tour of our garage!)

What sets us apart? Our office might just be the most fun State Farm office in Illinois. We’ve got a gym, golf simulator, pool table, ping pong table, and a backyard big enough for a home run derby. We keep things lively with friendly competitions and love mixing it up with a team full of dreamers, thinkers, jocks, nerds, introverts, and extroverts. There’s truly a place for everyone here.

We offer strong individual bonus and compensation plans, plus team-based bonuses to reward collective success. You'll have access to mentorship opportunities, collaborative selling, and extensive in-house marketing resources that keep the leads flowing. If you’re looking for growth, support, and a seriously fun environment, we’d love to meet you!

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Ryan Vanderveen - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• 3+ years of experience in financial services.
• Analytical and communication skills.
• L&H License
• FINRA Series 65 licenses.