Insurance And Financial Service Rep
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Overview
Remote
On-site
Compensation
$40,000-$65,000/year
Job Description
Financial Services Representative
Salary Range $40,000 - $65,000
Established State Farm agency is hiring a Insurance Financial Services Representative with or able to obtain active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.
Responsibilities
- Provide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutions
- Develop and maintain long-term client relationships
- Conduct financial needs analysis and recommend appropriate products and strategies
- Cross-sell financial services to existing insurance clients
- Generate new business through referrals, networking, and prospecting
- Conduct policy reviews, account reviews, and financial planning discussions
- Maintain compliance with all FINRA and state insurance regulations
- Meet or exceed production, sales, and revenue goals
Qualifications
- Active Series 65, 6, and/or 63 license required
- Property & Casualty and Life & Health licenses preferred or willingness to obtain
- Experience in financial services, investment sales, insurance sales, or wealth management preferred
- Strong consultative sales and relationship-building skills
- Knowledge of retirement planning, annuities, mutual funds, or financial products a plus
- Self-motivated, goal-oriented, and professional
- Strong communication and client advisory skills
Compensation & Benefits
- Competitive Salary plus Commission/Bonus
- Paid Time Off (vacation and personal/sick days)
- 401(k) with Matching
- Health Insurance
- Life Insurance
- Short Term Disability
- Parental Leave
- Training and Development
- Insurance licensing paid for by Agency
- Career growth within the financial services and insurance industry
About Us
Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services. We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. Our culture emphasizes professionalism, growth, and a strong customer-first approach.
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FAQs About Insurance And Financial Service Rep Jobs at Chuck Pittman - State Farm Agency
What is the work location for this position at Chuck Pittman - State Farm Agency?
This job at Chuck Pittman - State Farm Agency is located in Waterloo, IL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Chuck Pittman - State Farm Agency?
Candidates can expect a pay range of $40,000 and $65,000 per year.
What employment applies to this position at Chuck Pittman - State Farm Agency?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Chuck Pittman - State Farm Agency?
You can apply for this role at Chuck Pittman - State Farm Agency either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.