Registered Representative - State Farm Agent Team Member

Michael Johnson - State Farm Agent; Chicago (IL); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Michael Johnson - State Farm Agent seeks a licensed Investment Planning professional to help clients build and maintain long-term financial plans. You will focus on fact-finding, suitability-based recommendations, ongoing plan reviews, and exceptional client service.

You will conduct client meetings, prepare recommendations, maintain relationships, and stay current with regulatory requirements while collaborating with internal teams. Flexible work from home options available.

Qualifications

• Must have active investment license(s) and compliance status as required by state.
• Experience building financial plans and presenting to clients in a regulated environment.
• Strong communication and interpersonal skills with a client-focused approach.

Responsibilities

• Conduct client meetings to understand goals, time horizons, risk tolerance, and current financial situation
• Prepare and present investment planning recommendations consistent with client objectives and suitability requirements
• Develop and maintain client relationships through proactive outreach, check-ins, and periodic reviews
• Explain product features, benefits, limitations, and risks in a clear, compliant manner
• Maintain accurate records and complete all required disclosures and documentation
• Collaborate with internal team members (operations, service, and claims/support as applicable)
• Stay current on industry rules, product updates, and compliance requirements
• Participate in ongoing training, professional development, and performance improvement initiatives

Skills

Client communication

Regulatory compliance

Financial planning

Relationship building

CRM proficiency

Education

High school diploma

Bachelor's degree in Finance/Business/Economics

Tools

CRM tools

Office software

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance

About the Role:

We’re seeking a licensed Investment Planning professional to help clients build and maintain long-term financial plans. In this role, you’ll focus on fact-finding, suitability-based recommendations, ongoing plan reviews, and exceptional client service—while maintaining full compliance with all applicable regulations.
This is an opportunity to work with a supportive team and help clients navigate major financial decisions with clarity and confidence.

Responsibilities

• Conduct client meetings to understand goals, time horizons, risk tolerance, and current financial situation
• Prepare and present investment planning recommendations consistent with client objectives and suitability requirements
• Develop and maintain client relationships through proactive outreach, check-ins, and annual/periodic reviews
• Explain product features, benefits, limitations, and risks in a clear, compliant manner
• Maintain accurate records and complete all required disclosures and documentation
• Collaborate with internal team members (e.g., operations, service, and claims/support teams as applicable)
• Stay current on industry rules, product updates, and compliance requirements
• Participate in ongoing training, professional development, and performance improvement initiatives

Requirements

• Must be currently licensed for investment products appropriate to the role (e.g., Series 6/63/65 or CHFC, as required by your state and product scope)
• Active status with required regulators (no pending license suspensions)
• Strong understanding of suitability, disclosures, and compliance obligations
• Proven ability to build trust with clients and communicate complex information clearly
• Comfortable meeting sales/service expectations and working toward measurable activity and results
• Proficiency with CRM tools and standard office/productivity software
• High school diploma required; Bachelor’s degree preferred in Finance, Business, Economics, or related field (not required in all cases)

Preferred Qualifications

• Experience in financial planning, advisory, or brokerage role (preferred)
• Familiarity with retirement planning concepts and common investment vehicles
• Experience working with referrals and/or building a book of business
• Strong organization skills and consistent follow-through

Flexible work from home options available.