Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Urbana (IL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

IRA matching

Advancement opportunities

Paid time off

Bonus based on performance

Competitive salary

Job summary

State Farm agency in Urbana, IL seeks a Financial Services Representative to market financial products, educate customers on options, and support portfolio management with a consultative, sales-minded approach. Strong regulatory knowledge and client-focused service are key.

Role involves advising on auto, home, life insurance and retirement planning while maintaining compliance and pursuing advancement opportunities within the agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• SIE, Series 6/63/65, and other relevant certifications.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

Role Description

As a Financial Services Representative with Brian Hanson's State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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.

Benefits

• Simple IRA matching


• Opportunity for advancement


• Paid time off


• Bonus based on performance


• Competitive salary

Responsibilities

• Consult customers with financial planning and investment options.


• Assist customers with portfolio management and asset allocation.


• Conduct financial reviews and recommend appropriate products.


• Maintain compliance with financial regulations.

Qualifications

• 3+ years of experience in financial services.


• Analytical and communication skills.


• Series 6/63/65 or SIE licenses preferred.


• SIE, Series 6/63/65, and other relevant certifications.

Compensation: $60,000.00 - $120,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Urbana, IL And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance


• Home insurance


• Life insurance


• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.