Financial Services Representative – State Farm Agent Team Member

Mike-Lucas-State-Farm-Agent; Morris (IL); On-site; USD 55,000 - 105,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Wellness resources

Job summary

Mike-Lucas-State-Farm-Agent in Morris, IL seeks a Financial Services Representative – State Farm Agent Team Member to grow the business through value-based conversations and outstanding customer experience.

You will engage customers, discuss insurance and financial products, and contribute to growth with quality service. A license in Property & Casualty is required; Life/Health licenses are encouraged.

Qualifications

• Sales experience preferred.
• Excellent communication skills, written and verbal.
• Self-motivated with ability to thrive in a fast-paced environment.
• Ability to make presentations to potential customers.
• Experience in marketing.
• Must hold Property & Casualty license currently.
• Life and Health license to obtain.

Responsibilities

• Provide prompt, accurate, and friendly customer service for inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a needs-based approach to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Sales experience

Communication

Self-motivated

Presentation skills

Marketing experience

Education

Property and Casualty license

Life and Health license (to obtain)

Job description

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• Wellness resources

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value‑based conversations and remarkable customer experience. If you are a motivated self‑starter who thrives in a fast‑paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer‑focused, needs‑based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Compensation and Benefits

As an Agent Team Member, you will receive salary plus commission/bonus, profit sharing, paid time off (vacation and personal/sick days), growth potential/Opportunity for advancement within my agency, and a range of benefits listed above. Compensation: $55,000.00 - $105,000.00 per year.

• Salary plus commission/bonus
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self‑motivated
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Experience in marketing
• Property and Casualty license (must have currently)
• Life and Health license (must be able to obtain)

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.