Financial Services Representative - State Farm Agent Team Member

Joannakierys; Hinsdale (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Job summary

Joannakierys located in Hinsdale, Illinois, is seeking a Financial Services Rep to market financial products while educating customers on their options. The ideal candidate will have over 3 years in financial services and possess strong analytical abilities.

You will consult clients on investments, assist with portfolio management, and ensure compliance with regulations. Fluency in Polish is preferred for this position.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 6 and 63 licenses preferred.
• Fluency in Polish is a plus.

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

Sales techniques

Tools

FINRA Series 6 and 63 licenses

Job description

Benefits

• 401(k)
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing

Role Description

As a Financial Services Rep with Joanna Kierys Chlystek State Farm Agencies 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.
• FINRA Series 6 and 63 licenses preferred.
• Polish speaking rep preferred