Job Description

Based onsite in Palatine, IL, this Financial Services Representative role supports a local State Farm agent by guiding clients through financial options and helping them manage risk. The position blends education, advisory sales, and rigorous analysis to deliver compliant, client-focused service. The role offers a base salary in the range of USD 45,000 – 52,000 per year, plus commission opportunities.

Responsibilities

Provide guidance to clients on financial planning and investment options.
Assist clients with portfolio management and asset allocation decisions.
Conduct financial reviews and recommend suitable product solutions.
Ensure compliance with financial regulations and industry standards.

Requirements

Three or more years of experience in financial services preferred.
Strong analytical abilities paired with effective communication skills.
Proven track record of meeting or exceeding sales targets.
Active licenses in Series 6, 63, 65 or 7.

Benefits

Base salary with commission eligibility
401(k) retirement plan
Performance-based bonus
Flexible work schedule
Health coverage
Opportunities for advancement
Paid time off
Ongoing training and professional development

Role Description

As a Financial Services Representative on the Chad Radtke State Farm Agent team, you will market financial products that help clients manage everyday risks. Your product knowledge supports a sales‑oriented, consultative approach that informs customers about their options. Your analytical focus makes you a valuable resource to clients and strengthens the agency's competitiveness.