Investment Planning Services Representative - Military Veterans
at State Farm
Investment Planning Services Representative
US-TX-Richardson
Job ID: 2025-40502
Type: Regular Full Time
# of Openings: 7
Category: Accounting and Financial
Richardson, TX
Overview
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!
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.
Qualifications
- 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
License, Background Check and Credit Check Information
- Will be required to possess and/or obtain (within the first 12 weeks) a Securities Industries Essentials (SIE), Series 6 license, and Series 63.
- 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.
- Fingerprint, Credit check and Background check required.
Hybrid Work Arrangement:
- Qualified candidates (in or near hub locations) including Bloomington, Illinois; Richardson, Texas; or Tempe, Arizona should plan to spend time working from home and some time working in the office as part of our hybrid work environment.
- After licensing and training requirements are met, the in-office requirement is 2-3 days/week for 2-3 months to ensure successful imersion into the role.
- Once it is determined imcumbents are meeting performance expectations, they will shift to Monday – Thursday consecutive days in-office, during 1 week each month from there on out.
- Candidates must reside within a commutable distance from the office location by the start date. Relocation benefits do not apply to this position.
Additional Department Information
- Investment Planning Services daily hours are 7:45 AM-6:00 PM, Central Time, following licensing and training.
- 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.
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Our Mission, Our Vision, Our Shared Values
State Farm's® mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
We are people who make it our business to be like a good neighbor; who built a premier company by selling and keeping promises through our marketing partnership; who bring diverse talents and experiences to our work of serving the State Farm customer.
Our success is built on a foundation of shared values -- quality service and relationships, mutual trust, integrity and financial strength.
Our vision for the future is to be the customer's first and best choice in the products and services we provide. We will continue to be the leader in the insurance industry and we will become a leader in the financial services arena. Our customers' needs will determine our path. Our values will guide us.