Financial Services Representative - State Farm Agent Team Member

Kariskares; La Grange (IL); On-site; USD 70,000 - 100,000; 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

Kariskares is looking for a Financial Services Representative to join the State Farm Agent Team in La Grange, Illinois. This full-time position requires a strong sales-oriented approach to educate customers on financial products and insurance.

Responsibilities include consulting on financial planning, generating leads, and ensuring compliance with regulations. The role offers a competitive salary ranging from $70,000 to $100,000 per year along with various employee benefits such as health insurance and paid time off.

Qualifications

• Active Life & Health license is required.
• Experience in financial services and/or insurance is preferred.
• Must demonstrate strong communication and analytical skills.

Responsibilities

• Consult customers on financial planning and investment options.
• Identify customer needs and present tailored insurance solutions.
• 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

Experience in financial services or insurance

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in La Grange, IL

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, you will successfully market financial products that manage everyday risks. Your sales‑minded, consultative approach educates customers on their financial options. Your analytical precision makes you an invaluable resource 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.

Compensation $70,000.00 - $100,000.00 per year.