Financial Services Representative Jobs in Illinois

Financial services representative jobs in Illinois are concentrated in Chicago, Naperville, and Schaumburg, where insurance carriers, wealth management firms, and retail banking operations drive consistent demand at every level from entry-level associate to senior client advisor. Employers like Allstate, Northern Trust, and Wintrust Financial maintain large and active Illinois workforces in this role. The most in-demand specialties include insurance and annuities, retirement planning, and personal banking. Scan the live roles below and apply to whichever ones fit.

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Overview

Open roles27
Top employerWorld Finance
Top cityChicago, IL
Cities hiring21
Work type56% Hybrid
Top credentialHigh school diploma or GED

Showing 5 of 27+ Financial Services Representative jobs

World Finance
Financial Services Representative
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World Finance
Added 2d ago
Financial Services Representative
World Finance
Highland, Illinois
Customer Service
Customer Success
Customer Support
$15 - $19/hr
High school diploma or GED
1,001-5,000

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World Finance
Financial Services Representative
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World Finance
Added 2d ago
Financial Services Representative
World Finance
Centralia, Illinois
Account Management
Customer Service
Sales
$15 - $19/hr
High school diploma or GED
1,001-5,000

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Morgan Stanley
Return To Work - Financial Services Representative | Chicago, IL
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Morgan Stanley
Added 3d ago
Return To Work - Financial Services Representative | Chicago, IL
Morgan Stanley
Chicago, Illinois
Business Development
Investment Banking & Capital Markets
Investment Operations
Hybrid
Bachelor's degree in finance
10,000+

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World Finance
Part-Time Financial Services Representative
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World Finance
Added 3d ago
Part-Time Financial Services Representative
World Finance
Rockford, Illinois
Account Management
Inside Sales
Sales
$17 - $19/hr
High school diploma or GED
1,001-5,000

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Morgan Stanley
Return To Work - Financial Services Representative (SIE) | Chicago, IL
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Morgan Stanley
Added 3d ago
Return To Work - Financial Services Representative (SIE) | Chicago, IL
Morgan Stanley
Chicago, Illinois
Business Development
Investment Banking & Capital Markets
Investment Operations
Hybrid
Bachelor's degree in finance
10,000+

Have you applied for this role?

See All 27 Financial Services Representative Jobs in Illinois

Find roles in Illinois that match your experience and apply in just a few clicks.

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Financial Services Representative Jobs by City in Illinois

Where Illinois roles are concentrated, by current openings.

Chicago
7 jobs
Elgin
1 job
Berwyn
1 job
Macomb
1 job
Moline
1 job
Ottawa
1 job
Carlyle
1 job
Columbia
1 job
Danville
1 job

Financial Services Representative Job Market in Illinois

A snapshot from current Illinois openings, updated as new roles post.

Who's Hiring

  • W
    World Finance11
  • Morgan Stanley
    Morgan Stanley4
  • State Farm
    State Farm3
  • S
    Scott Credit Union2
  • INSIGHT
    INSIGHT1

What Illinois Employers Look For

The qualifications that appear most often in financial services representative jobs across Illinois.

  • Active Illinois insurance producer license or FINRA Series 6 or 63 registration required
  • Bachelor's degree in finance, business, or a related field strongly preferred
  • One or more years of experience in financial sales, banking, or customer service
  • Demonstrated ability to meet client acquisition and revenue production targets
  • Proficiency with CRM platforms and financial planning or quoting software
  • Strong written and verbal communication skills for client-facing advisory work

Financial Services Representative Jobs in Illinois: Frequently Asked Questions

How do you become a financial services representative in Illinois?

The most direct path is obtaining an Illinois insurance producer license through the Illinois Department of Insurance, which requires completing a pre-licensing education course and passing the state exam. Roles involving securities also require FINRA registration, typically a Series 6 or Series 63 exam, sponsored by a registered employer. Most Illinois employers expect at least a bachelor's degree in finance, business, or economics, though some will hire without one if you hold the required licenses.

Which companies hire financial services representatives in Illinois?

Illinois financial services representative roles are posted by World Finance, Morgan Stanley, and State Farm and others right now, based on current listings on Migrate Mate as of September 2026. Illinois's deep concentration of insurance headquarters and regional bank operations means openings appear consistently across both large national brands and locally headquartered financial institutions.

Which Illinois cities have the most financial services representative jobs?

Chicago, Elgin, and Berwyn have the most financial services representative openings in Illinois. Chicago anchors the market as the state's dominant financial center, home to major bank headquarters, insurance carriers, and brokerage operations, while Naperville and Schaumburg attract openings through corporate campus locations and regional offices for large national firms.

Are there remote financial services representative jobs in Illinois?

Yes, though they're limited. About 78% of financial services representative openings tied to Illinois are remote or hybrid as of September 2026, reflecting the fact that much of this role depends on in-person client relationships and licensing compliance. The parts of the role most suited to remote work are phone-based insurance sales, service renewals, and back-office account management rather than face-to-face wealth advisory.

How can I get hired as a financial services representative in Illinois with little or no experience?

The most realistic entry point is an associate or sales development program at a large Illinois-based insurance carrier or bank, where employers sponsor your state licensing and provide structured training before you carry your own book of business. Allstate and Wintrust Financial, among others, run programs for candidates without prior financial services experience. Moving laterally from a customer service, retail banking teller, or call center role at an Illinois bank or credit union is another recognized path. Passing the Illinois insurance producer exam before you apply gives any candidate a clear edge.

Where can I find and apply to financial services representative jobs in Illinois?

You can find and apply to financial services representative jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers hiring now. Search the roles available, find the ones that match your experience and credentials, and apply directly to the ones that fit.

See All 27 Financial Services Representative Jobs in Illinois

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