Financial Services Representative

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our Agency:
CLH Insurance Agency is an independent, full-service insurance agency serving clients in Owosso, Laingsburg, and Corunna, Michigan. We are committed to helping individuals and families find the best insurance coverage at the most competitive price.

Our team focuses on building strong relationships with clients by understanding their unique needs and recommending personalized coverage strategies that fit their lifestyles. By partnering with a wide range of insurance carriers, we are able to provide tailored solutions and exceptional value.

We are looking for motivated individuals who are passionate about helping others, enjoy building relationships, and are eager to grow within a supportive, client-focused environment.

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 meaningful conversations, building lasting relationships, and making an impact through insurance and financial services.

Key Responsibilities:

• Educate customers on life, health and other insurance options
• Conduct needs-based conversations to identify gaps and recommend appropriate protection
• Build and maintain strong relationships with new and existing customers through regular follow-ups
• Support customers through the application process, ensuring a smooth and positive experience
• Collaborate with the team to identify gaps within the existing book of business

Preferred Qualifications:

• Active Life & Health license (must be able to obtain, current licensees preferred)
• 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