Investment Planning Services Representative
About the role
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.
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.
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.
Skills
N/A
Benefits
N/A
Pay
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.
Schedule
N/A
Additional Department Information
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.
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.
Our Benefits
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: $49,000 - $53,000
On top of our competitive pay, you are eligible for an annual raise and bonus.
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!
Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
Plan ahead 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 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 through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.