What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Shana Nelson - State Farm Agent?
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Insurance & Financial Services Representative (Sales & Service – Hybrid Role)
Location: Saratoga, CA
Job Type: Full-Time
Job Type: Full-Time
Empower Your Future. Serve Your Community. Build a Career with Purpose.
At Shana Nelson State Farm, we’re dedicated to helping individuals, families, and small businesses protect what matters most—while confidently planning for the future.
We’re seeking a driven and client-focused Insurance & Financial Services Representative to join our team in a hybrid role that combines both service and sales. This opportunity is perfect for someone who thrives in a relationship-driven environment and enjoys guiding clients toward smart financial decisions.
What You’ll Do
- Develop and nurture long-term client relationships
- Conduct thorough consultations to assess insurance and financial needs
- Educate clients on solutions such as life insurance, retirement planning, investment products, and risk management strategies
- Support clients with onboarding, policy servicing, and updates as their needs evolve
- Stay current on product offerings, market trends, and compliance requirements
- Work closely with internal team members to provide a seamless client experience
What We’re Looking For
- 3 years of experience in insurance, financial services, or a related field
- Strong communication skills with a consultative, client-first approach
- Ability to balance both service requests and business development tasks
- Financial planning or investment experience a plus
- Licensed in Life, Health, and Property & Casualty (or willingness to obtain)
What You’ll Get
- Competitive base salary uncapped commission and bonus potential
- Paid training, professional development, and licensing support
- Clear career path into advanced roles—or even agency ownership
- A supportive, collaborative team environment
- Work-life balance with regular business hours
- Paid time off, retirement plan options, and additional benefits
Your Next Step
This is more than just a job—it’s a meaningful career where you’ll help clients safeguard their present and plan for the future.
Apply now and take the next step in your insurance and financial services journey with Shana Nelson State Farm.
Salary : $65,000 - $85,000