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What is the role of a Insurance and Financial Service Rep at Chuck Pittman - State Farm Agency?

The Insurance and Financial Service Rep position at Chuck Pittman - State Farm Agency is a Full-time or part-time position opportunity in the Insurance field.

Where is this Insurance and Financial Service Rep job located?

WATERLOO, Illinois, 62298, United States

What type of employment is offered for this Insurance and Financial Service Rep role?

Full-time or part-time position

What is the expected salary for this Insurance and Financial Service Rep job?

$40,000 – $65,000 Yearly Salary

Insurance and Financial Service Rep job near me in WATERLOO, Illinois at Chuck Pittman - State Farm Agency | Jobs and Employment

Insurance and Financial Service Rep

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.

Insurance and Financial Service Rep in WATERLOO, Illinois at Chuck Pittman - State Farm Agency

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