Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Position Overview:
Are you passionate about helping individuals and families protect their financial future? We're looking for a motivated, relationship-focused Financial Services Representative to join our growing agency.

In this role, you'll work directly with customers to identify their financial protection needs and provide personalized solutions through Life & Health insurance and Medicare products . This is an excellent opportunity for an experienced professional who enjoys building lasting relationships, educating clients, and making a meaningful impact while growing their own career.

If you're self-driven, thrive in a sales-focused environment, and are committed to delivering exceptional customer service, we'd love to meet you.

Responsibilities:

• Build and maintain strong relationships with new and existing customers.
• Conduct needs-based conversations to identify Life & Health insurance and Medicare opportunities.
• Educate clients on available coverage options and recommend solutions that align with their goals.
• Generate new business through referrals, networking, outbound prospecting, and follow-up activities.
• Conduct policy reviews to identify coverage gaps and additional financial protection opportunities.
• Stay current on Life & Health insurance products, Medicare guidelines, and industry changes.
• Maintain accurate customer records and documentation.
• Consistently meet or exceed individual sales goals.

What We're Looking For:

• Active Life & Health insurance license will be required.
• Medicare certification or experience selling Medicare products strongly preferred.
• Previous experience in financial services, insurance, Medicare, or related sales preferred.
• Excellent communication, presentation, and interpersonal skills.
• Strong sense of urgency with the ability to follow through and manage multiple priorities.
• Self-motivated, goal-oriented, and able to work independently.
• Passion for helping customers make informed financial decisions.