Advanced Planning & Sales Support Consultant

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!

• Responds appropriately to agent's inquiries from inbound or outbound calls regarding sales of financial service products in the best interest of the customer needs.
• Assists agents with financial product selection, forms, web-based applications, and sales tools as related to the sales process
• Educates agents and other internal departments on financial services and related topics
• Maintains awareness of competitive industry trends to provide information in response to agent inquiries
• Supplies input concerning product development and marketing decisions

• 3-5 years of experience in financial services sales, brokerage firm or related field
• Currently licensed or ability to become licensed in FINRA Series 6, 63, and 65. Or if current ChFC certification, this waives Series 65. Credit check and criminal fingerprint is required to be sponsored for licensing. Must obtain/pass all licensing exams within 12 weeks from hire date to remain in the role.
• Bachelor's Degree or higher-level education is desired.
• An understanding of marketing systems, product lines and the agency office environment a plus.
• Communicates clearly and professionally with strong written and verbal communication skills
• Naturally curious with the ability to ask inquisitive questions in providing consultative assistance to Agents
• Exceptional customer service skills
• Advanced critical thinking skills
• Ability to problem solve
• Ability to multi-task in a fast paced environment
• Proficient in Microsoft Office Suite (especially Outlook, Teams, OneNote, Excel, and Word).
• Strong relationship building skills
• Strong initiative with proven ability to work in a collaborative team environment
• Strong ability to influence and coach others

Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week!

• Potential starting salary range: $64,000 - $109,000 (annually)
• Starting salary will be based on skills, background, and years of experience
• High end of the range limited to applicants with significant relevant experience
• Potential yearly incentive pay up to 10% of base salary

At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!

• Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus.
• Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more!
• Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
• Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union!
• Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
• Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
• Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.

Visit our State Farm Careers page for more information on our benefits, locations, and the hiring process of joining the State Farm team!

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