Financial Services Representative - State Farm Agent Team Member

Allen Sarafyan - State Farm Insurance Agent; California (MO); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Allen Sarafyan - State Farm Insurance Agent in Sherman Oaks, CA is seeking a Financial Services Representative focused on life and health insurance solutions. You will work closely with customers to assess needs, explain coverage options, and guide them toward long-term financial security.

The role emphasizes consultative conversations, relationship-building, and protection planning, with opportunities to advance within a supportive State Farm agency team.

Qualifications

• Active Life & Health license is required.
• 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, relatable way.
• Self-motivated, goal-oriented in a sales-driven environment.
• Professional and trustworthy demeanor with a genuine desire to help others.

Responsibilities

• Educate customers on life and health insurance products.
• Conduct needs-based conversations to identify coverage gaps.
• Build and maintain relationships with new and existing customers through follow-up.
• Support customers through the application and underwriting process.
• Collaborate to identify cross-sell opportunities within the book of business.
• Maintain accurate documentation and stay compliant with regulations.
• Participate in ongoing training to stay current on products and trends.

Skills

Active Life & Health license

Life/Health insurance sales

Strong communication

Explain coverage clearly

Self-motivated

Trustworthy demeanor

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Sherman Oaks, CA

Replies within 24 hours

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary

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 life and health insurance products.
• Conduct needs-based conversations to identify coverage gaps and recommend appropriate protection strategies.
• Build and maintain strong relationships with new and existing customers through regular follow-up.
• Support customers through the application and underwriting process, ensuring a smooth and positive experience.
• 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)
• 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

Compensation: $150,000.00 - $200,000.00 per year.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.