Financial Services Representative - State Farm Agent Team Member
Springfield - IL
Financial Services Representative - State Farm Agent Team Member
Full Time • Springfield - IL
Responsive recruiter
Replies within 24 hours
Benefits:
- Health stipend
- Simple IRA
- Group life insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
- Competitive salary
Position Overview:
Are you interested in building a career in financial services and helping customers plan for their future? Our State Farm agency is seeking a motivated and customer-focused individual who wants to grow into a financial services role. This position offers the opportunity to begin by helping customers with life and health insurance solutions while working toward obtaining securities licenses to expand into investment and financial planning services.
Are you interested in building a career in financial services and helping customers plan for their future? Our State Farm agency is seeking a motivated and customer-focused individual who wants to grow into a financial services role. This position offers the opportunity to begin by helping customers with life and health insurance solutions while working toward obtaining securities licenses to expand into investment and financial planning services.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong problem-solving skills, and is excited to develop their expertise in financial services and long-term financial strategies.
Key Responsibilities:
- Help customers understand and secure life and health insurance coverage that supports their financial goals
- Conduct customer needs analyses and provide guidance on protection and financial planning options
- Build strong relationships with customers through ongoing conversations and policy reviews
- Study for and obtain required securities licenses to expand into investment and financial services
- Transition into advising on investment options and broader financial planning once licensed
- Maintain compliance with insurance and financial regulations
Preferred Qualifications:
- Active Life & Health license preferred, or willingness to obtain
- Interest in obtaining FINRA securities licenses (Series 6/63/65 or SIE)
- Sales or customer service experience in financial services, insurance, or a related field is helpful
- Strong communication and relationship-building skills
- Motivated, coachable, and interested in long-term career growth in financial services
If you’re someone who enjoys helping people make smart financial decisions and wants the opportunity to grow into securities and investment advising, this could be a great career path within our agency.
Compensation: $45,000.00 - $65,000.00 per year
Ready to Launch Your Career?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Mark Cortesi - State Farm Agent!
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
We look forward to speaking with you!
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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none