Hybrid Financial Solutions Advisor (Insurance & Investments)

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

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.