Investment Planning Services Analyst

State Farm • Bloomington, IL

246d • $79,000 - $121,000

About The Position

Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!

Requirements

• Knowledge and experience working with financial products and services, specifically in Life Insurance products and Advisory Services.
• Technical/functional expertise in financial services practice management.

Nice To Haves

• Decision Making and Judgment
• Communication
• Resourcefulness
• Customer Focus
• Accountability
• Teamwork

Responsibilities

• Collaborate with various departments including operations, agency, enterprise technology, back office, and enterprise business partners to align platform initiatives with business strategy.
• Leads and/or coordinates interdepartmental initiatives with enterprise impact.
• Serves as a subject matter resource on Financial Services policies, practices, and products within assigned area.
• Interprets department and legislative/regulatory policies, procedures, and regulations, and develops integrated plans for implementation.
• Researches, develops, provides, and communicates results and recommendations to senior leadership and other levels of management through summaries, reports, and presentations.
• Serves as a liaison between Investment Planning Services and internal/external business partners to resolve complex issues.
• Initiates and coordinates activities and/or projects to develop or improve automation workflows, processes, projects, and procedures.
• Participates in interdepartmental initiatives, projects, and/or committees.

Benefits

• Potential starting salary range: $79,000 - $121,000.
• Potential yearly incentive pay up to 10% of base salary.
• Annual raise and bonus eligibility.
• Healthcare premium coverage with multiple plan options.
• 100% coverage for in-network preventative care.
• Access to vision, dental, telemedicine, and mental health professionals.
• Educational benefits including training programs and tuition assistance.
• Fertility/IVF/adoption assistance and financial workshops.
• Generous time off policies including up to 20 days annually plus parental leave.
• Matching Gift Program and Good Neighbor Grant Program.
• 401(k) plan with company contributions of up to 7% of salary.

What This Job Offers

• Job Type: Full-time
• Industry: Insurance Carriers and Related Activities