Financial Services Representative — Insurance and Financial Products

Job overview

The Financial Services Representative role is onsite in Dallas, TX, with compensation of $55,000–$89,000 per year. The position supports Claudia Salas’s State Farm agent team in serving customers and growing the agency. The representative helps customers understand insurance options through needs-based conversations, provides policy and billing assistance, and develops leads and appointments. The role contributes to agency growth by marketing appropriate products and delivering prompt, accurate customer service.

What you'll do

• Respond to customer inquiries about insurance availability, eligibility, coverage, policy changes, transfers, claims, and billing
• use a customer-focused, needs-based review process to explain insurance options
• work with the agent on marketing goals
• develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

What we're looking for

Skills & competencies

financial services representative

insurance

financial products

customer service

needs-based reviews

lead development

appointments

marketing

property and casualty license

dallas tx

claudia salas state farm agent

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching, performance-based bonus, paid time off, health insurance, vision insurance, training and development, advancement opportunity, profit sharing, and salary plus commission/bonus.

Why this role

Requires a current Property and Casualty license; must be able to obtain a Life and Health license. Sales experience and a record of meeting sales goals are preferred.

About the employer

Claudia Salas - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.