Investment Planning Services Representative

State Farm•Bloomington, IL

9d•Hybrid

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. We're moving with urgency to become a Next Gen Good Neighbor, with technology that strengthens human connections and enhances the customer experience. As an employee, you'll spend less time navigating systems and more time applying judgment, empathy, and expertise in the moments that matter most.

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. 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.
Incumbents in positions requiring sponsorship who do not become or remain sponsored by SFVPMC or SFIMC, as applicable, or do not pass applicable exams, will be removed from their securities-related position, and may be allowed to compete for other internal positions for a period up to 30 calendar days.
Qualified candidates (in or near hub locations) including Bloomington, IL; Richardson, TX; or Tempe, AZ should plan to spend time working from home and some time working in the office as part of our hybrid work environment.
Candidates must reside within a commutable distance from the office location by the start date of October 5, 2026.
Relocation benefits do not apply to this position.
Week#1 On-Boarding in-office, Monday - Thursday, Friday will be virtual onboarding.
The next 10 weeks you will be working from home studying for licensing exams (if not already licensed), subject to change due to business need.
After licensing, you will transitioning to 8 weeks of virtual core training. During this time, you will be working from home. Subject to change based on business need.
After core training, you will be expected to work from the office for a minimum of 6 weeks to help get acclimated to the role before moving to your regular schedule of 50% in-office requirement.
This will include the second and fourth week of each month, Monday - Friday in-office.
Subject to change due to business need.
Consistent attendance is critical to successfully passing all required licensing exams and maximizing success during core training, as each session builds upon the previous one.
Investment Planning Services daily hours of operation are 7:45 AM-6:00 PM, Central Time, following licensing and training.
You will be assigned a shift in between these hours, for a typical workday of 7 hours and 45 minutes.
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.
All employees hired into this position are subject to a 12-month incumbency period (beginning on the effective date in this position) which must be met before the incumbent can post or be considered for other opportunities.
Exceptions to the incumbency period may be considered for promotional opportunities and will be considered on an individual basis, consistent with business needs and management approval.

Nice To Haves

Associates Degree or higher
Financial Services, Investments, Banking or Insurance work experience
Contact center experience
Familiarity with Excel

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

Compensation is based on our standard 38:45-hour work week
Potential starting salary range: $49,000 - $53,000
Starting salary will be based on skills, background, and experience
High end of the range limited to applicants with significant relevant experience
Potential yearly incentive pay up to 6% of base salary
Annual raise and bonus
Robust health and wellbeing programs
State Farm pays most of your healthcare premium
Multiple healthcare plan options, including a high deductible plan
All medical plans provide 100% coverage for in-network preventative care
Vision, dental, telemedicine, 24/7 mental health professionals
Educational benefits like industry leading training programs
Top-notch tuition assistance programs
Employee resource groups
Mentoring
Fertility/IVF/adoption assistance
College coaching
National discount programs
Interactive monthly financial workshops
Free financial coaching
Generous time off policies
Opportunity to initially earn up to 20 days annually plus parental leave
Paid holidays
Celebration day
Life leave (40 hours/year)
Bereavement leave
Community service/education support days
Matching Gift Program
Good Neighbor Grant Program
Employee Assistance Fund
Free financial advisors
401(k) plan with company contributions of up to 7% of your salary