Financial Services Representative - State Farm Agent Team Member

Gladwithchad; Palatine (IL); Hybrid; USD 45,000 - 52,000; Full time

Benefits offered by this job

Salary PLUS commission

401(k)

Bonus based on performance

Health insurance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

State Farm Agent Chad Radtke is seeking a Financial Services Representative to market financial products and educate customers about options. You will support portfolio management, asset allocation, and perform financial reviews within a compliance framework.

The role requires a proven sales background in financial services and relevant Series licenses, with a strong focus on customer service and relationship-building in a community-focused agency.

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.

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

Sales targets

Financial services experience

Tools

Series 6/63/65/7 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Palatine

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

Benefits

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

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. We’re active in the community as Chamber of Commerce members and committed to building long-term relationships with the people we serve. If you’re looking for a place where you can grow your career while being part of a supportive, community-focused team, this could be the right fit for you.

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.

State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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