Financial Services Representative - State Farm Agent Team Member

Gladwithchad; Illinois; On-site; USD 45,000 - 52,000; Full time

Job summary

A local financial services agency in Huntley, IL is seeking a Financial Services Representative to market financial products and consult with customers on their options. Ideal candidates have 3+ years of experience and possess necessary licenses. This role offers competitive compensation and a range of benefits, while contributing to the community.

Benefits

Salary PLUS commission

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Qualifications

• 3+ years of experience in financial services preferred.
• Analytical and communication skills are essential.
• Proven track record of meeting sales targets.
• Series 6, 63, 65 or 7 license is 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 skills

Job description

Full Time in Huntley, IL. Replies within 24 hours.

We offer a range of benefits, including:

• Salary PLUS commission
• 401(k)
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off

About Our Agency

I’ve been a State Farm Agent since 2007 and take pride in serving customers across Iowa, Illinois, Indiana, Missouri, and Wisconsin. I was raised in Grafton, WI, and graduated from the University of Wisconsin before starting my career as an agent. Family is central to who I am—my wife and I have three daughters, and we enjoy traveling and skiing together in the great outdoors. Our office is multilingual, with team members who speak English, Spanish, Polish, and Russian, allowing us to connect with a wide range of customers.

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

Qualifications

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

Compensation $45,000.00 - $52,000.00 per year.

Join a Community of Good Neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none.

We are an equal opportunities employer and welcome applications from all qualified candidates.