Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Helotes (TX); On-site; USD 55,000 - 80,000; 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

State Farm Agent in San Antonio, TX seeks a customer-focused Financial Services Representative specializing in life and health insurance to help families protect what matters most. You will guide clients through coverage options and provide consultative support that aligns with their long-term financial security and peace of mind.

In this role, you will conduct needs-based conversations, educate on product options, and build lasting relationships while guiding customers through underwriting and

Qualifications

• Experience in life and/or health insurance sales or financial services.
• Ability to explain complex coverage options in a clear, relatable way.
• Self-motivated, goal-oriented in a sales-driven environment.

Responsibilities

• Educate customers on life and health insurance products.
• Conduct needs-based conversations to identify coverage gaps and recommend protection strategies.
• Build and maintain relationships with new and existing customers through regular follow-up.
• Support customers through the application and underwriting process for a smooth 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

Communication skills

Relationship-building

Sales aptitude

Job description

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.

Responsive recruiter

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

Compensation: $55,000.00 - $80,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In San Antonio, TX And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

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.