Investment Planning Services Representative

State Farm; Bloomington (IL); Hybrid; USD 42,000 - 54,000; Full time

Job summary

An established industry player is seeking dedicated individuals to join their Investment Planning Services team. This role focuses on providing exceptional customer service by resolving inquiries and processing financial transactions. Candidates will benefit from a hybrid work environment, allowing flexibility while ensuring effective training and support. With a commitment to community and employee well-being, this position offers competitive compensation, comprehensive health benefits, and opportunities for professional growth. If you're passionate about helping others and looking for a rewarding career, this is the perfect opportunity for you.

Benefits

Health and Wellbeing Programs

Educational Benefits

Generous Time Off Policies

401(k) Plan with Company Contributions

Annual Raise and Bonus

Telemedicine Access

Fertility/IVF/Adoption Assistance

Community Service Support Days

Vision and Dental Coverage

Financial Coaching

Qualifications

• Associates Degree or higher preferred.
• Experience in Financial Services, Investments, Banking or Insurance is desirable.
• Contact center experience a plus.

Responsibilities

• Research information to resolve customer inquiries.
• Process financial account transactions and inquiries.
• Review and suggest improvements to workflows.

Skills

Verbal Communication

Customer Service

Research Skills

Investment Fundamentals

Excel

Education

Associates Degree

Bachelor's Degree

Job description

Overview

Being good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!

Responsibilities

• Researches information to service and resolve customer inquiries and account issues
• Answers customer and agent telephone inquiries on Investment Planning Services accounts and policies
• Processes financial account transactions, entries, product inquiries, and/or requests
• Reviews and provides suggestions to improve workflows, processes, and/or procedures
• Applies general knowledge of investment fundamentals and industry trends to service Customer and agent inquiries
• Candidates selected for this position will be expected to take Investment Planning Services phone calls.

Qualifications

• Associates Degree or higher, preferred
• Financial Services, Investments, Banking or Insurance work experience is desirable.
• Contact center experience a plus
• Strong verbal communication skills
• Familiarity with Excel helpful

License, Background Check and Credit Check Information

• Will berequiredto possess and/or obtain (within the first 10 weeks) a Securities Industries Essentials (SIE), Series 6 license, and Series 63.
• Fingerprint, credit check and background check is required for sponsorship of FINRA licensing.
• Continued employment requires incumbents to receive sponsorship from State Farm VP Management Corp. Incumbents must also be registered and remain in good standing as required by State Farm VP Management Corp. and the FINRA. This includes successfully completing all applicable FINRA exam(s) and state exams required by the state in which you are employed. Selected candidates will be required to sign a Securities Registration Agreement. Incumbents in positions requiring sponsorship who do not become or remain sponsored by SFVPMC or SFIMC, as applicable, or do not pass applicable exams, will be removed from their securities-related position, and may be allowed to compete for other internal positions for a period up to 30 calendar days.

Hybrid Work Arrangement and Hours:

• Qualified candidates (in or near hub locations) including Bloomington, Illinois; Richardson, Texas; or Tempe, Arizona should plan to spend time working from home and some time working in the office as part of our hybrid work environment.
• After licensing and training requirements are met, the in-office requirement is 2-3 days/week for 2-3 months to ensure successful immersion into the role.
• Once it is determined incumbents are meeting performance expectations, they will shift to Monday – Thursday consecutive days in-office, during 1 week each month from there on out.
• Candidatesmustreside within a commutable distance from the office location by the start date. Relocation benefits do not apply to this position.

Additional Department Information

• Investment Planning Services daily hours are 7:45 AM-6:00 PM, Central Time, following licensing and training. You will be assigned a shift in between these hours of operation.
• Job may require working nonstandard work hours and/or work week during periods of heavy workload to meet deadlines.
• May be required to assist other units during peak production periods, high call volume, or meet deadlines.
• Incumbents are required to sign the Acknowledgment and Consent to Multi-channel Monitoring and Recording, Telephone Monitoring, and the Acknowledgement of Policy on Personal Account Transactions/Acknowledgement of E-mail Retention and Supervision Policy Form.
• All employees hired into this position are subject to a 12-month incumbency period (beginning on the effective date in this position) which must be met before the incumbent can post or be considered for other opportunities. Exceptions to the incumbency period may be considered for promotional opportunities and will be considered on an individual basis, consistent with business needs and management approval.

Our Benefits

Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week!

• Potential starting salary range: $42,500 - $53,500
• Starting salary will be based on skills, background, and experience
• High end of the range limited to applicants with significant relevant experience

At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!

• Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus.
• Stay Well! Focus on you and your family’s health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more!
• Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
• Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union!
• Take a Little “You” Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
• Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
• Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.

Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team!

LI-JM1

• Associates Degree or higher, preferred
• Financial Services, Investments, Banking or Insurance work experience is desirable.
• Contact center experience a plus
• Strong verbal communication skills
• Familiarity with Excel helpful

License, Background Check and Credit Check Information

• Will berequiredto possess and/or obtain (within the first 10 weeks) a Securities Industries Essentials (SIE), Series 6 license, and Series 63.
• Fingerprint, credit check and background check is required for sponsorship of FINRA licensing.
• Continued employment requires incumbents to receive sponsorship from State Farm VP Management Corp. Incumbents must also be registered and remain in good standing as required by State Farm VP Management Corp. and the FINRA. This includes successfully completing all applicable FINRA exam(s) and state exams required by the state in which you are employed. Selected candidates will be required to sign a Securities Registration Agreement. Incumbents in positions requiring sponsorship who do not become or remain sponsored by SFVPMC or SFIMC, as applicable, or do not pass applicable exams, will be removed from their securities-related position, and may be allowed to compete for other internal positions for a period up to 30 calendar days.

Hybrid Work Arrangement and Hours:

• Qualified candidates (in or near hub locations) including Bloomington, Illinois; Richardson, Texas; or Tempe, Arizona should plan to spend time working from home and some time working in the office as part of our hybrid work environment.
• After licensing and training requirements are met, the in-office requirement is 2-3 days/week for 2-3 months to ensure successful immersion into the role.
• Once it is determined incumbents are meeting performance expectations, they will shift to Monday – Thursday consecutive days in-office, during 1 week each month from there on out.
• Candidatesmustreside within a commutable distance from the office location by the start date. Relocation benefits do not apply to this position.

Additional Department Information

• Investment Planning Services daily hours are 7:45 AM-6:00 PM, Central Time, following licensing and training. You will be assigned a shift in between these hours of operation.
• Job may require working nonstandard work hours and/or work week during periods of heavy workload to meet deadlines.
• May be required to assist other units during peak production periods, high call volume, or meet deadlines.
• Incumbents are required to sign the Acknowledgment and Consent to Multi-channel Monitoring and Recording, Telephone Monitoring, and the Acknowledgement of Policy on Personal Account Transactions/Acknowledgement of E-mail Retention and Supervision Policy Form.
• All employees hired into this position are subject to a 12-month incumbency period (beginning on the effective date in this position) which must be met before the incumbent can post or be considered for other opportunities. Exceptions to the incumbency period may be considered for promotional opportunities and will be considered on an individual basis, consistent with business needs and management approval.
• Researches information to service and resolve customer inquiries and account issues
• Answers customer and agent telephone inquiries on Investment Planning Services accounts and policies
• Processes financial account transactions, entries, product inquiries, and/or requests
• Reviews and provides suggestions to improve workflows, processes, and/or procedures
• Applies general knowledge of investment fundamentals and industry trends to service Customer and agent inquiries
• Candidates selected for this position will be expected to take Investment Planning Services phone calls.