Financial Services Representative | State Farm Agent Team
Compensation
$45k – $65k /yr
Employment type
Full-time
Work setting
On-site
Location
Springfield, IL
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Financial Services Representative role is onsite in Springfield, IL. Compensation is $45,000–$65,000 per year. The position supports customers in considering insurance and financial planning options through a State Farm agency.
What you'll do
- Help customers understand life and health insurance coverage
- conduct needs analyses and discuss protection and financial planning options
- build customer relationships through ongoing conversations and policy reviews
- study for and obtain securities licenses
- and, once licensed, transition into investment and broader financial planning advice while maintaining regulatory compliance.
What we're looking for
- Skills & competencies
- financial services representativespringfield ilmark cortesi state farm agentfull-time positiononsitelife insurancehealth insurancecustomer needs analysisfinancial planningsecurities licensesseries 6/63/65sie$45,000–$65,000/year
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health stipend
- Simple IRA
- group life insurance
- paid time off
- training and development
- advancement opportunities
- performance-based bonus.
Why this role
The role offers a path from life and health insurance solutions toward investment and financial planning services after obtaining securities licenses.
About the employer
Mark Cortesi - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: f5f7878c-a7d5-4304-be0e-52c151953418