Registered Representative - State Farm Agent Team Member

Responsive RecruiterWe'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.Benefits include health insurance, opportunity for advancement, paid time off, training & development, vision insurance, 401(k), bonus based on performance, competitive salary, and dental insurance.Responsibilities include conducting client meetings to understand goals, time horizons, risk tolerance, and current financial situation; preparing and presenting investment planning recommendations consistent with client objectives and suitability requirements; developing and maintaining client relationships through proactive outreach, check-ins, and annual/periodic reviews; explaining product features, benefits, limitations, and risks in a clear, compliant manner; maintaining accurate records and completing all required disclosures and documentation; collaborating with internal team members; staying current on industry rules, product updates, and compliance requirements; and participating in ongoing training, professional development, and performance improvement initiatives.Requirements include being currently licensed for investment products appropriate to the role; active status with required regulators; 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; and a high school diploma required, with a bachelor's degree preferred in finance, business, economics, or related field.Preferred qualifications include experience in financial planning, advisory, or brokerage role; 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.Our 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, and retirement planning.