Financial Services Representative
Location: BETTENDORF, IA
Job Type: fulltime
Company: Gregg Hancock State Farm
Salary: $60000.0 - $100000.0 per year
Category: Financial Services
Job Description Apply Now
The Financial Services Representative (FSR) role offers a dynamic opportunity for professionals passionate about guiding clients toward financial security and peace of mind. As a Financial Services Representative, you will be part of a dedicated team, working closely with clients to provide expert advice on a broad range of insurance and financial products. This full-time position is an excellent fit for individuals who excel in relationship-building, possess strong analytical skills, and are motivated by helping others achieve their financial goals. Located in Bettendorf, IA, this role allows you to make a meaningful impact on your community while advancing your career within a respected industry leader. Bettendorf offers a welcoming environment and a thriving local economy, creating an ideal setting for professionals seeking growth and stability in the financial services sector.
As an FSR, you'll have the opportunity to develop comprehensive insurance and financial plans tailored to each client's unique needs. Your approach will be both consultative and sales-focused, ensuring that clients are fully informed about their options and empowered to make sound financial decisions. You'll receive extensive training and mentorship, preparing you to connect with clients, understand their current financial situations, and support them in planning for a secure future. The Financial Services Representative position is supported by a renowned company with a strong reputation for excellence in both insurance and financial services, offering you the tools and backing needed to succeed.
This role requires a blend of financial acumen, interpersonal skills, and a genuine interest in helping others. You will be responsible for developing new business, maintaining and growing relationships with existing clients, and consistently meeting marketing and sales goals. Your expertise will help individuals and families navigate the complexities of financial planning, insurance options, and long-term goal setting. As you build your career in financial services, you’ll also benefit from a competitive compensation structure, opportunities for advancement, and a supportive, inclusive workplace culture.
Financial Services Representative - Summary- Serve as a trusted advisor for clients, offering insurance and financial solutions that protect and enhance their financial well-being.
- Work full-time as part of a dedicated team in a recognized and respected financial services organization.
- Receive comprehensive training and mentorship to support your professional development and success.
- Contribute to the company’s longstanding commitment to exceptional client service and financial guidance.
- Engage in a customer-focused, needs-based review process to educate clients about insurance and financial product options.
- Collaborate with agency leadership to establish and achieve marketing and sales goals.
- Develop and nurture leads, schedule appointments, identify client needs, and recommend appropriate products and services.
- Build and maintain strong, personal relationships with clients, fostering trust and ongoing engagement.
- Create and implement personalized insurance and financial plans that help clients reach their financial objectives.
- Leverage the support and resources of a distinguished national brand known for its commitment to client success.
- Competitive commission-based compensation structure with performance bonuses.
- Simple IRA matching for long-term financial security.
- Retirement package and life insurance options.
- Paid time off to support work-life balance.
- Opportunities for advancement and professional growth within the organization.
- Access to free food and snacks in the workplace.
- Bachelor’s degree in finance, economics, accounting, or a related field.
- Active financial services license required.
- Demonstrated experience as a financial services representative or in a similar role.
- Exceptional ability to connect with clients and form lasting relationships.
- Strong interest and foundational knowledge in financial planning.
- Self-motivated, driven, and committed to achieving success.
- Passion for helping clients make effective insurance and financial decisions.
- Desire to achieve both personal and professional fulfillment through meaningful work.
- Background and professional experience in financial services, business development, sales, banking, hospitality, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, or community involvement.
- Holds a bachelor’s degree from a four-year institution.
- Exhibits strong interpersonal skills, perseverance, motivation, and a proactive, self-starter attitude.
- Thrives in a goal-oriented environment and is comfortable managing multiple client relationships.
- The organization is committed to creating a diverse and inclusive workplace where all employees are valued and supported in their growth.
- Extensive training and mentorship programs are provided to ensure each Financial Services Representative is fully equipped for success.
- The company is known for its history of providing exceptional client service and its reputation as a leader in the insurance and financial services industry.
- Located in Bettendorf, IA, the office offers a collaborative team environment and the chance to make a positive difference in the local community.
If you are ready to take the next step in your career as a Financial Services Representative, click the job application button to submit your application today. Join a team that is dedicated to helping clients achieve their financial goals and building a brighter financial future for all.