ResponsibilitiesThis role provides virtual financial services sales support to State Farm Agents, Agent Team Members, and Sales Leaders (with or without customers present) as they identify, plan, and meet customer needs.
Support includes Life, Health, and IPS products. We provide coverage to field partners across the country from 8:30 a.m. to 4:30 p.m. CST.
In this job you are primarily responsible for:
- Responding appropriately to agent's inquiries from inbound or outbound calls regarding sales of financial service products in the best interest of the customer needs.
- Assisting agents with financial product selection, forms, web-based applications, and sales tools as related to the sales process
- Educating agents and other internal departments on financial services and related topics
- Maintaining awareness of competitive industry trends to provide information in response to agent inquiries
- Supplying input concerning product development and marketing decisions
Qualifications- 3+ years of experience in financial services sales, brokerage firm or related field
- Currently licensed or ability to become licensed in FINRA Series 6, 63, and 65. Or if current ChFC certification, this waives Series 65. Credit check and criminal fingerprint is required to be sponsored for licensing. Must obtain/pass all licensing exams within 12 weeks from hire date to remain in the role.
- Bachelor's Degree or higher-level education is desired.
- An understanding of marketing systems, product lines and the agency office environment a plus.
- Communicates clearly and professionally with strong written and verbal communication skills
- Naturally curious with the ability to ask inquisitive questions in providing consultative assistance to Agents
- Exceptional customer service skills
- Advanced critical thinking skills
- Ability to problem solve
- Ability to multi-task in a fast-paced environment
- Proficient in Microsoft Office Suite (especially Outlook, Teams, OneNote, Excel, and Word).
- Strong relationship building skills
- Strong initiative with proven ability to work in a collaborative team environment
- Strong ability to influence and coach others
Additional Details:- Selected candidates will be required to possess and/or obtain (within approximately the first 10 weeks) a Securities Industries Essentials (SIE), Series 6 license, Series 63 and Series 65 or equivalent and Life/Health, Variable license.
- Selected candidates will have a maximum of two attempts to successfully pass the required securities licensing exams
- If unsuccessful after two attempts on any exam, employment may be terminated
- Fingerprint, credit check and background check are required for sponsorship of FINRA licensing
- Employees will be eligible for incentive pay once all required licenses are obtained
- Employees must successfully obtain all other applicable licensing and certifications for role including, but not limited to, LTC Certification, Annuities Certification and potential state securities licensing, as applicable.
- Employees may be required to sign the Acknowledgement of Policy on Personal Account Transactions
- May be required to work flexible, non-standard hours, including weekends and holidays, based on operational needs and workload
- May require periodic travel
- Requirements subject to change at State Farm discretion based on a business need.
Securities LicensingThis position requires you to obtain/maintain all applicable FINRA licensing exams (Securities Industry Essentials, Series 6, Series 63, and Series 65 or equivalent), sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp. (SFIMC), and that you become registered and remain in good standing as required by SFVPMC, SFIMC and FINRA. To confirm eligibility for sponsorship, you will complete fingerprinting and a credit check. This is in addition to the pre-employment background check. You will be required to obtain sponsorship and pass all applicable FINRA exam(s) within approximately the first 10 weeks after studying begins. You will be required to sign a Securities and Registration Agreement upon hire.
If unable to obtain sponsorship or pass all applicable exams for this role within approximately the first 10 weeks after studying begins you will be able to post/compete for other opportunities within State Farm for 30 days. If no additional opportunity is found and accepted, it may result in termination of employment with State Farm.
NOTE: Candidates who need to obtain Securities and other licensing will be in a non-exempt status while obtaining their licensing. The annual rate of pay will be based on a 38.75 work week at an hourly rate based on applicable annualized salary.
Hybrid Work Arrangement:- 8-10 in-office days per month, after training is completed
- Office Hours: 8:15 AM - 4:30 PM Central Time, Monday - Friday
- Must reside within reasonable commuting distance to one of the following office locations: Bloomington IL, Richardson TX, Tempe AZ. Atlanta hub is NOT an option at this time.
Incumbency: This position will have a 12-month incumbency period beginning on the effective date of the position, which must be met before the employee can post for any other lateral State Farm position. Posting for promotional positions are not subject to this incumbency period. The incumbency period does not affect the at-will relationship between State Farm and the employee and does not create an employment contract, nor contractual rights.
**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B Visa) or future need for this opportunity** Our BenefitsBecause work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week!
- Potential starting salary range: $66,000 - $105,000
- Starting salary will be based on skills, background, and experience
- High end of the range limited to applicants with significant relevant experience
- Potential yearly incentive pay up to 10% of base salary
At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!- Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus.
- Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more!
- Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
- Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union!
- Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
- Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
- Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.
Visit our State Farm Careers page for more information on our benefits, locations, and the hiring process of joining the State Farm team! 
