Financial Services Representative - State Farm Agent Team Member

drew karis - State Farm Agent; La Grange (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

drew karis - State Farm Agent in La Grange, IL is seeking a Financial Services Representative to market financial products, educate customers on options, and support risk management through life and health coverage. You will blend sales-driven and consultative approaches to build client relationships and grow the agency.

This role requires an active Life & Health license and strong communication and analytical skills.

Qualifications

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

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.

Skills

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Financial services experience

Strong communication skills

Analytical skills

Customer-focused demeanor

Job description

Benefits:

• Simple IRA


• 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 drew karis - 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).


• 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