Financial Services Representative - State Farm Agent Team Member

Yamelys Santana - State Farm Agent; Town of Florida (NY); On-site; USD 40,000 - 68,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Yamelys Santana - State Farm Agent in New York is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions. You will guide clients through coverage options that provide long-term security and peace of mind.

The role centers on consultative conversations, building lasting relationships, and helping individuals protect what matters most. A proactive, sales-oriented approach is valued and there is room for advancement within the

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
• Professional and trustworthy demeanor

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 book of business.
• Maintain accurate documentation and stay compliant with insurance regulations.

Skills

Life & Health license

Insurance sales

Communication

Relationship-building

Explain coverage options

Self-motivated

Job description

Benefits:

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

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

Preferred Qualifications:

• Active Life & Health license (will be 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