Financial Services Representative — Life and Health Insurance

Job overview

The Financial Services Representative — Life and Health Insurance role is hybrid in Phoenix, AZ, with a stated annual pay range of $65,000–$95,000. The position supports an independent State Farm agency serving individuals and families with insurance solutions. The representative helps customers understand coverage choices and identify protection needs, then supports them through applications and underwriting. The role also contributes to customer retention and agency growth through follow-up, compliant documentation, and collaboration on cross-selling opportunities.

What you'll do

• Educate customers on life and health insurance products
• conduct needs-based conversations and recommend protection strategies
• maintain relationships through follow-up
• support applications and underwriting
• collaborate on cross-sell opportunities
• maintain accurate documentation and comply with insurance and financial regulations
• participate in ongoing training.

What we're looking for

Skills & competencies

financial services representative

life insurance

health insurance

insurance sales

customer relationships

full-time

phoenix az

state farm agent

$65k–$95k

hybrid

life and health license

paid time off

training and development

advancement opportunity

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonuses, flexible schedule, advancement opportunities, paid time off, and training and development.

Why this role

An active Life and Health license is required. Flexible work-from-home options are available.

About the employer

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