Financial Services Representative - State Farm Agent Team Member

Myagentallen; California (MO); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Advancement opportunities

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

State Farm agent team member in Sherman Oaks, CA is seeking a Financial Services Representative focused on life and health insurance solutions. You will work with customers to understand their needs and guide them toward coverage options that provide long-term financial security and peace of mind.

This role emphasizes consultative conversations, building lasting relationships, and helping clients with protection planning.

Qualifications

• Active Life & Health license required.
• Experience in life/health insurance sales or financial services.
• Strong communication and relationship-building skills.
• Ability to explain complex coverage options clearly.
• Self-motivated and 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 and recommend protections.
• Build and maintain relationships with customers through regular follow-up.
• Support customers through the application and underwriting process.
• Collaborate to identify cross-sell opportunities within the existing book of business.
• Maintain accurate documentation and stay compliant with insurance regulations.
• Participate in ongoing training to stay current on products and industry trends.

Skills

Active Life & Health license

Life/Health insurance sales experience

Communication skills

Relationship building

Explain complex coverage options

Self-motivation

Professional 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.