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Financial Services Representative - State Farm Agent Team Member

Chad Radtke - State Farm Agent

Palatine, IL

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Community Support, Consulting, Customer Support/Service, Customer Training, English Language, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Maintain Compliance, Meet Sales Quota, Multilingual, Options Analysis, Polish Language, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6, Training/Teaching
LOCATION
Palatine, IL
POSTED
10 days ago
Benefits:
  • Salary PLUS commission
  • 401(k)
  • Bonus based on performance
  • Flexible schedule
  • Health insurance
  • 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.

About the Company

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Chad Radtke - State Farm Agent