Financial Services Representative - State Farm Agent Team Member

Ryan Kleeman - State Farm Agent; Litchfield (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Ryan Kleeman - State Farm Agent in Litchfield, Illinois, is seeking a Financial Services Representative to market financial products and consult customers on insurance options. This role demands strong analytical skills and a customer-focused demeanor.

The ideal candidate possesses an active state Life & Health license and relevant FINRA licenses. Responsibilities include conducting financial reviews, identifying customer needs, and maintaining compliance with regulations while driving new business.

Qualifications

• Experience in financial services and/or insurance is required.
• Professional and trustworthy attitude is necessary.

Responsibilities

• Consult customers on financial planning and insurance options.
• Identify customer needs and provide tailored solutions.
• Generate and follow up on leads for new business.
• Conduct financial reviews and recommend products.
• Maintain compliance with financial regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active state Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Ryan Kleeman - 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 state Life & Health license.
• 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