Financial Services Representative - State Farm Agent Team Member

Chad Lucas - State Farm Agent; Minooka (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Flexible schedule

Paid time off

Job summary

Chad Lucas - State Farm Agent in Minooka is seeking a driven Financial Services Representative to lead the Life Insurance & Investment Planning Services division. This role offers a base salary between $80,000 and $120,000+, with a significant potential for growth.

With an established client base of over 7,500 households and a strong support system in place, the ideal candidate will generate assets through investments and insurance solutions while actively maintaining long-term client relationships.

Qualifications

• Willingness to obtain necessary securities licenses.
• Experience in financial services, insurance, or sales is preferred.

Responsibilities

• Generate new assets and investment growth.
• Expand life & health insurance opportunities.
• Identify and close financial planning opportunities.

Skills

Sales ability

Relationship building

Financial planning knowledge

Self-motivation

Education

Life & Health license

Securities licenses (Series 6/63/65 Preferred)

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Flexible schedule
• Paid time off

Position Overview

We are seeking a driven Financial Services Representative to lead and grow the Life Insurance & Investment Planning Services division within our agency.

With 3 office locations (Minooka, Ottawa, and Streator) and a base of 7,500+ existing households, this role offers immediate opportunity to generate new business by working within an established client base — not starting from scratch. We recently purchased the former CIBC Bank Building in Minooka to assist in our rapid growth.

This is a production-focused role responsible for driving new assets, expanding client relationships, and increasing overall household value through investments, annuities, and insurance solutions.

What You’ll Do

Drive Investment Growth

• Generate new assets through:
  • Advisory accounts
  • Brokerage accounts
• Identify opportunities within the current client base to consolidate and move assets
• Build long-term relationships focused on financial planning and retention

Annuity Production

• Produce new business through:
  • Jackson National annuities & State Farm fixed annuities
• Position annuities as part of retirement and income strategies

Expand Life & Health Within the Book

• Actively identify and close:
  • Life & Health insurance opportunities
• Increase protection per household across the existing client base

What Makes This Role Different

• 7,500+ households of existing customers = built-in opportunity
• 3 established office locations providing consistent lead flow
• Multiple revenue streams:
  • Investment / Annuities / Life & Health insurance
• You are stepping into a system designed for growth, not building from zero

What We’re Looking For

• Highly competitive and results-driven
• Strong sales and closing ability
• Comfortable discussing investments, retirement planning, and protection strategies
• Ability to identify opportunities within an existing book of business
• Self-motivated with a strong work ethic

Licensing & Experience

• Life & Health license (or willingness to obtain)
• Securities licenses (Series 6/63/65 Preferred, or willingness to obtain)
• Experience in financial services, insurance, or sales preferred

Compensation & Growth

• Base salary + performance-based incentives (Total $80,000 - $120,000+)
• Significant earning potential tied directly to production
• Access to an established book of business for immediate impact
• Opportunity to grow within a high-performing, multi-office agency

Final Note

This role is designed for individuals who want to build a six-figure income through production and client growth.