Life & Health Insurance Advisor - Financial Services

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

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