Investment Planning Services Representative

State Farm • Richardson, TX

251d • $42,500 - $53,500 • Remote

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

• Associates Degree or higher, preferred
• Financial Services, Investments, Banking or Insurance work experience is desirable.
• Contact center experience a plus
• Strong verbal communication skills
• Familiarity with Excel helpful
• Will be required to possess and/or obtain (within the first 10 weeks) a Securities Industries Essentials (SIE), Series 6 license, and Series 63.
• Fingerprint, credit check and background check is required for sponsorship of FINRA licensing.
• Continued employment requires incumbents to receive sponsorship from State Farm VP Management Corp.

Responsibilities

• 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
• Candidates selected for this position will be expected to take Investment Planning Services phone calls.

Benefits

• Potential starting salary range: $42,500 - $53,500
• Annual raise and bonus eligibility
• State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options
• 100% coverage for in-network preventative care
• Access to vision, dental, telemedicine, and 24/7 mental health professionals
• Educational benefits like industry leading training programs and tuition assistance
• Fertility/IVF/adoption assistance, college coaching, and financial workshops
• Generous time off policies including up to 20 days annually plus parental leave and paid holidays
• Matching Gift Program, Good Neighbor Grant Program, and Employee Assistance Fund
• 401(k) plan with company contributions of up to 7% of your salary

What This Job Offers

• Job Type: Full-time
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree