Registered Representative - State Farm Agent Team Member
Hybrid - US
Registered Representative - State Farm Agent Team Member
Full Time • Hybrid - US
Responsive recruiter
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- 401(k)
- Bonus based on performance
- Competitive salary
- Dental insurance
About the Role:
We’re seeking a licensed Investment Planning professional to help clients build and maintain long-term financial plans. In this role, you’ll focus on fact-finding, suitability-based recommendations, ongoing plan reviews, and exceptional client service—while maintaining full compliance with all applicable regulations.
This is an opportunity to work with a supportive team and help clients navigate major financial decisions with clarity and confidence.
Responsibilities:
We’re seeking a licensed Investment Planning professional to help clients build and maintain long-term financial plans. In this role, you’ll focus on fact-finding, suitability-based recommendations, ongoing plan reviews, and exceptional client service—while maintaining full compliance with all applicable regulations.
This is an opportunity to work with a supportive team and help clients navigate major financial decisions with clarity and confidence.
Responsibilities:
- Conduct client meetings to understand goals, time horizons, risk tolerance, and current financial situation
- Prepare and present investment planning recommendations consistent with client objectives and suitability requirements
- Develop and maintain client relationships through proactive outreach, check-ins, and annual/periodic reviews
- Explain product features, benefits, limitations, and risks in a clear, compliant manner
- Maintain accurate records and complete all required disclosures and documentation
- Collaborate with internal team members (e.g., operations, service, and claims/support teams as applicable)
- Stay current on industry rules, product updates, and compliance requirements
- Participate in ongoing training, professional development, and performance improvement initiatives
Requirements:
- Must be currently licensed for investment products appropriate to the role (e.g., Series 6/63/65 or CHFC, as required by your state and product scope)
- Active status with required regulators (no pending license suspensions)
- Strong understanding of suitability, disclosures, and compliance obligations
- Proven ability to build trust with clients and communicate complex information clearly
- Comfortable meeting sales/service expectations and working toward measurable activity and results
- Proficiency with CRM tools and standard office/productivity software
- High school diploma required; Bachelor’s degree preferred in Finance, Business, Economics, or related field (not required in all cases)
Preferred Qualifications:
- Experience in financial planning, advisory, or brokerage role (preferred)
- Familiarity with retirement planning concepts and common investment vehicles
- Experience working with referrals and/or building a book of business
- Strong organization skills and consistent follow-through
Flexible work from home options available.
Compensation: $60,000.00 - $90,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Chicago, IL and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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