Financial Services Representative - State Farm Agent Team Member

State Farm

  • Huntley, IL
  • $45,000-52,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Benefits:
  • Salary PLUS commission
  • 401(k)
  • Bonus based on performance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • 3+ years of experience in financial services preferred.
  • Analytical and communication skills.
  • Proven track record of meeting sales targets.
  • Series 6, 63, 65 or 7 license.

State Farm