Financial Services Representative - State Farm Agent Team Member

Allen Sarafyan - State Farm Agent; Los Angeles (CA); On-site; USD 60,000 - 90,000; 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 Agent in Los Angeles seeks a customer-focused Financial Services Representative specializing in life and health insurance solutions. You will guide clients through coverage options to secure long-term financial protection and peace of mind, using consultative conversations and a trusted advisory approach.

You will educate clients on products, conduct needs assessments, nurture relationships, and assist with applications and onboarding while staying compliant with

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.

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

Needs-based conversations

Relationship building

Communication skills

Sales-driven environment

Education

Active Life & Health license

Job description

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