Financial Services Representative - State Farm Agent Team Member
Full Time • Harker Heights - TX
Responsive recruiter
Replies within 24 hours
Benefits:
- Bonus based on performance
- Competitive salary
- 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.
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)
- Series 6/63/65, 7 and SIE licenses (willingness to obtain)
- 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
Compensation: $50,000.00 - $70,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in harker heights, TX and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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