Financial Services Representative - State Farm Agent Team Member

Heyinsuranceguy; Aurora (IL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

401(k)

Health insurance

Job summary

Heyinsuranceguy is seeking a Financial Services Representative for their State Farm Agent Team in Aurora, IL. The ideal candidate will have over 3 years of experience in financial services, possessing analytical and communication skills alongside L&H, Series 7 and 63 licenses. Responsibilities include consulting on financial planning, assisting with portfolio management, and maintaining compliance with regulations. This full-time position offers a competitive salary ranging from $60,000 to $75,000 and benefits such as performance-based bonuses, flexible scheduling, and career advancement opportunities.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licensed in Life & Health Insurance and FINRA Series 7 and 63.

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

Tools

L&H License

FINRA Series 7

FINRA Series 63

Job description

Financial Services Representative – State Farm Agent Team Member

Full Time position in Aurora, IL.

Benefits

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

Role Description

As a Financial Services Representative – State Farm Agent Team Member with Ryan Vanderveen – State Farm Agent, you will successfully market financial products that help clients manage everyday risks. Your deep knowledge of financial products will reinforce your sales‑mindset and consultative approach to educating customers on their financial options. Your analytical precision will make 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 7 and 63 licenses.

Compensation

$60,000.00 – $75,000.00 per year.

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.