What are the responsibilities and job description for the Licensed Investment Planning Services Rep position at State Farm?
Overview
We are not just offering a job but a meaningful career! Come join our passionate team!
As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.
We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more!
Visit our Careers page for more information on our benefits, locations and the process of joining the State Farm team!
Hub Locations:
We offer a great compensation package:
We like to reward our employees for their hard work and commitment. That is why we offer benefits you might not find other places:
We are not just offering a job but a meaningful career! Come join our passionate team!
As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.
We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more!
Visit our Careers page for more information on our benefits, locations and the process of joining the State Farm team!
Hub Locations:
- Bloomington, IL; Richardson, TX; and Tempe, AZ
- Candidates hired in these locations are considered hybrid employees and will spend a portion of their time working in the office (currently 4-5 days per month, but subject to change)
We offer a great compensation package:
- Starting salary range is $43,826.25 - $53,000, depending on geographic location and experience
- You are also eligible for:
- An annual bonus based on individual and enterprise performance
- Annual merit increases
We like to reward our employees for their hard work and commitment. That is why we offer benefits you might not find other places:
- Accrued Paid Time Off (PTO)
- 5 days of Health Leave to take care of yourself and your family
- Paid Volunteer Time
- Annual Celebration Day to celebrate what’s important to you
- Parental leave for mothers and fathers
- Wellness and mental health programs
- 401(k) Savings Plan
- Medical, Dental and Vision
- Health Reimbursement Account, Health Care Flexible Spending Accounts, and Health Insurance
- Tuition Reimbursement/Community College Tuition Program
- Development and Mentor programs designed to help our employees grow and achieve their specific career goals
- Employee Resource Groups - State Farm’s Good Neighbor Culture celebrates diversity and promotes an inclusive environment where all employees feel welcomed, valued, and respected. The State Farm Employee Resource Group (ERG) program is a key element in our Enterprise D&I Structure and Strategy.
- Researches information to service and resolve customer inquiries and account issues
- Answers customer and agent telephone inquiries on Investment Planning Services accounts and policies
- Processes financial account transactions, entries, product inquiries, and/or requests
- Reviews and provides suggestions to improve workflows, processes, and/or procedures
- Applies general knowledge of investment fundamentals and industry trends to service Customer and agent inquiries
- Continued employment requires incumbents to receive sponsorship from State Farm VP Management Corp. Incumbents must also be registered and remain in good standing as required by State Farm VP Management Corp. and the FINRA. This includes successfully completing all applicable FINRA exam(s) and state exams required by the state in which you are employed. Selected candidates will be required to sign a Securities Registration Agreement. Fingerprint, Credit check and Background check required.
- Will be required to possess and/or obtain a Securities Industries Essentials (SIE), Series 6 license, and Series 63.
- Candidates selected for this position will be expected to take Investment Planning Services phone calls.
- Investment Planning Services daily hours are 7:45 AM-6:00 PM, Central Time, following licensing and training.
- Job may require working nonstandard work hours and/or work week during periods of heavy workload to meet deadlines.
- May be required to assist other units during peak production periods, high call volume, or meet deadlines.
- Incumbents are required to sign the Acknowledgment and Consent to Multi-channel Monitoring and Recording, Telephone Monitoring, and the Acknowledgement of Policy on Personal Account Transactions/Acknowledgement of E-mail Retention and Supervision Policy Form.
Salary : $43,826 - $53,000
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