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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Compensation
$15–$19 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.
Why Join World:
Strong growth opportunities – Many of our leaders, including executives, started in this role
Promote-from-within culture – A large percentage of team members advance into leadership roles
Performance-based earnings – Bonus opportunities tied to branch results
Comprehensive benefits for all stages of life – Including major medical, dental, vision, life insurance, long-term disability, and free mental health support
Retirement and time off – 401(k) with company match, paid holidays, and vacation time
Community focus – Paid volunteer time and a strong commitment to giving back
Work-life balance – Predictable schedules with a focus on time outside of work
About World Finance:
World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.
Essential Duties and Responsibilities:
Drive and close loan sales by taking applications, explaining terms, and asking for the business
Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment
Manage delinquent accounts by securing payments and setting payment arrangements
Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations
Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
Process payments, account updates, tax-related documentation, and document all activity in company systems
Maintain accurate and compliant records, including timely credit denial letters and required tax documentation
Handle and balance cash, and complete required bank runs to deliver deposits
Follow company policies, procedures, and regulatory requirements
Complete required training and meet performance expectations for sales, collections, tax preparation, and account management
Basic Requirements:
High school diploma or equivalent
Valid driver’s license, reliable transportation, and current insurance
Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
Ability to obtain required insurance licensing
Experience & Skills:
Experience in sales, customer service, collections, or account management with measurable results
Proven ability to handle high-volume calls and difficult customer conversations
Track record of meeting or exceeding goals in a fast-paced environment
Strong communication, problem-solving, and organizational skills
Basic computer skills with accurate and consistent data entry
Preferred Backgrounds:
Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is preferred.
Physical and Environmental Requirements:
Office based role with standard lighting and noise levels
Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs
Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities
Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)
Ability to perform computer work, handle documents, and communicate information effectively
Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking
Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically
May assist with general office upkeep to maintain a professional environment
Occasional local travel to offsite locations and banks as required for business purposes
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. The duties listed are the essential functions of this position. Reasonable accommodations may be made unless they create an undue hardship to the Company. Physical and environmental requirements are representative of those needed to successfully perform the job.
See All 27 Financial Services Representative Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Financial Services Representative Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- World Finance11W
- Morgan Stanley4

- State Farm3

- Scott Credit Union2S
- 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
Find roles in Illinois that match your experience and apply in just a few clicks.
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