Financial Services Representative - State Farm Agent Team Member

Kristin Sorensen - State Farm Agent; Helotes (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Kristin Sorensen - State Farm Agent is seeking a customer-focused Financial Services Representative with emphasis on life and health insurance solutions. You will educate clients on protection options and guide coverage choices that secure their financial futures.

The role emphasizes consultative conversations, building lasting relationships, and contributing to a team-driven environment with ongoing training and development opportunities.

Qualifications

• Experience in life and/or health insurance sales or financial services preferred.
• Strong communication and relationship-building skills.
• Ability to explain complex coverage options in a clear and relatable way.

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

Skills

Life insurance sales

Health insurance sales

Relationship-building

Consultative selling

Communication skills

Job description

Benefits:

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

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:

• Experience in life and/or health insurance sales or financial services 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