Financial Solutions Agent

Farmers Insurance - Illinois Insurance Careers; Wheaton (IL); Hybrid; USD 48,000 - 75,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Farmers Insurance District 11 in Wheaton, Illinois is seeking a motivated Financial Services Agent to help individuals, families, and business owners plan their financial futures. You will educate clients on protection strategies, life insurance, retirement, and wealth protection while working with agency teams in a hybrid office environment.

The ideal candidate is relationship-focused, self-driven, organized, and comfortable building new business through referrals and networking.

Qualifications

• Ability to develop relationships with clients and understand their financial goals.
• Willingness to pursue licensing, licensing compliance, and ongoing professional development.
• Strong organizational and time-management skills.

Responsibilities

• Develop relationships with existing and prospective clients to understand their financial goals and protection needs.
• Educate clients on life insurance, retirement, wealth accumulation, and other financial protection solutions within licensing scope.
• Build and maintain a pipeline of prospective clients and referrals.
• Collaborate with Farmers Insurance Agency Owners and teams to identify opportunities in client bases.
• Maintain accurate client records and comply with regulatory and licensing requirements.

Skills

Relationship building

Client communication

Self-motivation

Networking

Professionalism

Education

Life and Health license in Illinois

Series 6

Series 63

Series 65

Job description

Position Overview

Farmers Insurance District 11 is seeking a motivated, relationship-focused Financial Services Agent to join our Wheaton, Illinois office. This position offers a hybrid work environment and is ideal for someone who enjoys helping individuals, families, and business owners better understand their financial needs and available protection strategies.

The Financial Services Agent will work alongside Farmers Insurance agency professionals to identify client needs, develop relationships, educate customers on available financial solutions, and help agencies expand their financial services business.

This is an opportunity to build a career in financial services while working with an established insurance organization, an experienced district team, and a network of local Farmers agencies.

Key Responsibilities

• Develop relationships with existing and prospective clients to understand their financial goals and protection needs.
• Partner with Farmers Insurance Agency Owners and their teams to identify financial services opportunities within their client base.
• Conduct client conversations and needs-based reviews.
• Educate clients on appropriate financial and insurance solutions based on their individual circumstances.
• Assist with life insurance, retirement, wealth accumulation, and other financial protection conversations based on applicable licensing and appointments.
• Build and maintain a consistent pipeline of prospective clients and follow-up opportunities.
• Develop referral relationships with individuals, families, business owners, and community professionals.
• Participate in district training, sales development, financial services workshops, and professional development opportunities.
• Maintain accurate client records and follow all company, regulatory, compliance, and licensing requirements.
• Provide a professional, educational, and client-focused experience throughout the sales and service process.

The ideal candidate is someone who is:

• Comfortable building relationships and discussing financial goals with clients.
• Motivated by helping people make informed financial decisions.
• Self-driven and able to manage a pipeline of prospective clients.
• Professional, organized, and dependable.
• Comfortable networking and developing new business relationships.
• Able to work independently while also collaborating with agency and district teams.
• Interested in developing a long-term career within insurance and financial services.
• Committed to ongoing education, licensing, compliance, and professional development.

Previous experience in financial services, banking, insurance, investments, sales, or relationship management is helpful but not necessarily required for the right candidate.

Licensing

Life and Health license in Illinois

Series 6

Series 63

and eventually Series 65

Schedule:

Full-time

Work Arrangement:

Hybrid - combination of in-office, remote, and client-facing work

Our Wheaton office provides access to training, mentorship, district resources, and collaboration with Farmers Insurance agency professionals throughout the area.

Why Join Us?

You will have the opportunity to:

• Build a career in the financial services industry.
• Develop a network of clients and professional relationships.
• Receive ongoing training and professional development.
• Work within a collaborative district environment.
• Help clients protect what they have built while preparing for their financial future.
• Expand your knowledge across insurance and financial services.

We support Farmers Insurance agencies throughout Illinois with recruiting, training, business development, education, and ongoing professional support. Our goal is to create an environment where motivated professionals have access to the tools, resources, mentorship, and opportunities they need to grow successful careers in the insurance and financial services industry.