Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

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