Financial Services Representative - State Farm Agent Team Member
Full Time • Ottawa - IL - 61350
Benefits:
- 401(k) matching
- Bonus based on performance
- Flexible schedule
- Paid time off
Position Overview
We are seeking a driven Financial Services Representative to lead and grow the Investment Planning Services division within our agency.
With 3 office locations (Minooka, Ottawa, and Streator) and a base of 7,500+ existing households, this role offers immediate opportunity to generate new business by working within an established client base — not starting from scratch.
This is a production-focused role responsible for driving new assets, expanding client relationships, and increasing overall household value through investments, annuities, and insurance solutions.
What You’ll Do
Drive Investment Growth
- Generate new assets through:
- Advisory accounts
- Brokerage accounts
- Identify opportunities within the current client base to consolidate and move assets
- Build long-term relationships focused on financial planning and retention
Annuity Production
- Produce new business through:
- Jackson National annuities & State Farm fixed annuities
- Position annuities as part of retirement and income strategies
Expand Life & Health Within the Book
- Actively identify and close:
- Life & Health insurance opportunities
- Increase protection per household across the existing client base
What Makes This Role Different
- 7,500+ households of existing customers = built-in opportunity
- 3 established office locations providing consistent lead flow
- Multiple revenue streams:
- Investment / Annuities / Life & Health insurance
- You are stepping into a system designed for growth, not building from zero
What We’re Looking For
- Highly competitive and results-driven
- Strong sales and closing ability
- Comfortable discussing investments, retirement planning, and protection strategies
- Ability to identify opportunities within an existing book of business
- Self-motivated with a strong work ethic
Licensing & Experience
- Life & Health license (or willingness to obtain)
- Securities licenses (Series 6/63/65 Preferred, or willingness to obtain)
- Experience in financial services, insurance, or sales preferred
Compensation & Growth
- Base salary + performance-based incentives (Total $80,000 - $120,000+)
- Significant earning potential tied directly to production
- Access to an established book of business for immediate impact
- Opportunity to grow within a high-performing, multi-office agency
Final Note
This role is designed for individuals who want to build a six-figure income through production and client growth.
Compensation: $80,000.00 - $120,000.00 per year
Are You Driven & Ambitious?
We are an established, growth-oriented agency with a team of highly motivated individuals. If you want to work in an environment that is fun, challenging, and rewarding, then Chad Lucas - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in Ottawa, Minooka, Streator.
- We currently have 20 team members at our agency.
- Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, and Senior Vice President's Club
We look forward to speaking with you!
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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none