Life & Health Insurance Advisor — Financial Services
Myagentallen
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
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
Job description
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.
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