Financial Services Representative - State Farm Agent Team Member

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

Benefits

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

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.