What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Scott Neil - State Farm Agent?
Financial Services Sales Representative
Investment Planning | Life Insurance | Health Insurance
Are you driven, competitive, and motivated by helping people improve their financial future? We are seeking a high-energy Financial Services Sales Representative to join our growing team. This position focuses on helping individuals and families protect what matters most through investment planning services, life insurance, and health insurance solutions.
This is an excellent opportunity for someone who enjoys relationship-building, consultative sales, and uncapped earning potential.
What You’ll Do
- Meet with new and existing clients to identify financial protection and investment planning needs
- Educate clients on life insurance, health insurance, and investment-related products
- Build long-term relationships through exceptional customer service and follow-up
- Generate referrals and develop new business opportunities
- Conduct policy reviews and recommend appropriate coverage or financial solutions
- Maintain compliance with all licensing and regulatory requirements
- Work closely with a successful and supportive sales team
What We’re Looking For
- Strong communication and interpersonal skills
- 2 years of sales experience required
- Self-motivated, goal-oriented, and coachable
- Ability to build trust and relationships with clients
- Professional attitude with strong work ethic
- Insurance and securities licenses are required prior to starting. *If you do not possess all licenses, but are willing to complete prior to start date you will be reimbursed for licensing fees.
- FINRA SERIES 6/63 required. Series 65 preferred.
- Property / Casualty Illinois Producer License
- Life / Health Illinois Producer License
Compensation & Benefits
- Competitive base salary
- Uncapped commissions
- Performance bonuses and incentives
- Paid training and mentorship
- Career growth opportunities
- Flexible schedule options
- Supportive team environment
Ideal Candidates May Have Backgrounds In
- Financial services
- Insurance sales
- Banking
- Retail sales
- Customer service
- Business development
- Mortgage or real estate sales
If you are looking for a rewarding career with strong income potential and the opportunity to make a meaningful impact in people’s lives, we encourage you to apply today.
Salary : $50,000 - $100,000