$80,000–$120,000 Per Year
Annuities, Brokerage, Customer Relations, Financial Planning, Financial Services, Health Insurance, Insurance, Insurance Sales, Investment Services, Life Insurance, Retirement Planning, Sales Closing Skills, Securities, Series 6
- 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. We recently purchased the former CIBC Bank Building in Minooka to assist in our rapid growth.
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.
C
Chad Lucas - State Farm Agent