Financial Services Advisor: Consult, Plan & Grow Investments

Chad Radtke - State Farm Agent; Palatine (IL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Salary PLUS commission

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Chad Radtke - State Farm Agent is seeking a Financial Services Representative - State Farm Agent Team Member in Palatine, Illinois. You will market financial products and provide consultative services to customers regarding their financial needs. This role requires 3+ years of financial services experience and a track record of meeting sales targets.

The position offers a flexible schedule, a benefits package including health insurance, and opportunities for advancement.

Qualifications

• 3+ years of experience in financial services preferred.
• Proven track record of meeting sales targets.
• Series 6, 63, 65, or 7 license required.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Sales targets achievement

Job description

Chad Radtke - State Farm Agent is seeking a Financial Services Representative - State Farm Agent Team Member in Palatine, Illinois. You will market financial products and provide consultative services to customers regarding their financial needs. This role requires 3+ years of financial services experience and a track record of meeting sales targets.

The position offers a flexible schedule, a benefits package including health insurance, and opportunities for advancement.