Financial Services Representative - State Farm Agent Team Member

Dwan Johnson-Bell - State Farm Agent; Chicago (IL); Sur place; USD 52 000 - 78 000; Plein temps

Avantages offerts par ce poste

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Résumé du poste

Dwan Johnson-Bell - State Farm Agent is seeking a Financial Services Representative Team Member to market financial products, educate customers on options, and support the agency’s growth through a consultative, sales-driven approach. This role requires an active Life & Health license or ability to obtain quickly, FINRA licenses, and experience in financial services or insurance.

You will generate leads, conduct reviews, and maintain compliance with regulations while delivering outstanding

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or 7 license required.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Responsabilités

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

Connaissances

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Experience in financial services or 보험

Strong communication skills

Customer-focused demeanor

Description du poste

Benefits:

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

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Dwan Johnson-Bell - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or 7 license (required)
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor