Financial Services Representative - State… at State Farm… · Helotes

Summary: State Farm Agent is seeking a customer-focused Financial Services Representative to help individuals and families with life and health insurance solutions. The role involves guiding customers through coverage options and building lasting relationships to ensure their financial security.

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

Required Skills: Life insurance, Health insurance, Financial services, Insurance sales, Customer relationship management, Insurance underwriting process, Insurance and financial regulations compliance

Benefits: Simple IRA, Opportunity for advancement, Paid time off, Training & development, Bonus based on performance, Flexible schedule