Financial Services Representative - State Farm Agent Team Member

Benefits: Team building events Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview: Are you passionate about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions. In this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning. Key Responsibilities: Educate customers on financial services, life, and health insurance products Conduct customer needs analyses and provide guidance on protection and financial planning options Build and maintain strong relationships with new and existing customers through regular follow-up Collaborate with the team to identify cross-sell opportunities within the existing book of business Maintain accurate documentation and stay compliant with insurance and financial regulations Participate in ongoing training to stay current on products, industry trends, and best practices Preferred Qualifications: Active Life & Health license (required) Series 6/63/65 and SIE licenses (willingness to obtain) Experience in life and/or health insurance sales or financial services Strong communication and relationship-building skills Ability to explain complex coverage options in a clear and relatable way Self-motivated, goal-oriented, and comfortable in a sales-driven environment Professional and trustworthy demeanor with a genuine desire to help others #J-18808-Ljbffr Catie Walther - State Farm Agent