Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member role is onsite in La Grange, IL, with stated annual pay of $70,000–$100,000. The position supports the drew karis - State Farm Agent agency. The representative consults customers on financial planning and insurance options, identifies needs, and recommends suitable products. Lead generation, follow-up, and compliant financial reviews support new business and customer decision-making.

What you'll do

• Consult customers on financial planning, investment options, and life and health coverage
• identify customer needs and present insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

state farm agent team member

financial planning

investment options

life and health insurance

lead generation

financial reviews

life and health license

la grange il

$70k–$100k

full-time

simple ira

health insurance

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA, performance-based bonus, flexible schedule, health insurance, paid time off, advancement opportunities, and training and development.

Why this role

An active Life and Health license is required; FINRA Series 6, 63, 65, or 7 is preferred. The posting lists a Simple IRA, performance bonus, health insurance, paid time off, and training and development.

About the employer

drew karis - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.