Financial Services Representative - State Farm Agent Team Member

John Harrell - State Farm Agent; Homewood (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

John Harrell - State Farm Agent is seeking a Financial Services Representative to market essential financial products and cover everyday risks. The role involves consulting with clients on financial planning, investment options, and insurance coverage while generating leads and maintaining compliance with regulations.

The ideal candidate will possess an Active Life & Health license and demonstrate strong communication and analytical skills. The role provides opportunities for training, development, and a competitive salary.

Qualifications

• Required to have an Active Life & Health license or the ability to obtain it quickly.
• Previous experience in financial services and/or insurance is preferred.
• Professional, trustworthy, and customer-focused demeanor is essential.

Responsibilities

• Consult customers on financial planning and 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.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Benefits

• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with John Harrell - 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 preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor