Financial Services Rep

Globe Life is seeking a Financial Services Rep to help individuals and families secure life and supplemental health coverage. In this client-facing role, you'll conduct needs-based consultations, present tailored insurance solutions, and guide customers through the application and enrollment process. You'll manage a pipeline of prospects, provide ongoing policy service, and build long-term relationships while working in a performance-driven, team-oriented environment. Globe Life offers structured training, professional development, and performance-based rewards, allowing you to grow your career while helping customers gain financial protection and peace of mind.

Responsibilities

• Educate individuals and families on Globe Life insurance and supplemental health products
• Conduct needs-based consultations to assess clients' financial protection goals
• Present, recommend, and enroll clients in appropriate insurance solutions
• Manage a pipeline of prospects through outbound outreach and referrals
• Provide ongoing policy service, support, and beneficiary updates
• Meet or exceed sales and activity targets in a performance-driven environment
• Maintain accurate records in CRM and follow compliance guidelines
• Participate in ongoing training, product education, and professional development
• Collaborate with team members to share best practices and support branch goals
• Uphold ethical sales practices, regulatory standards, and company values

Required Skills

• Life and health insurance product knowledge
• Needs-based financial analysis
• Sales prospecting and lead generation
• CRM and pipeline management
• Regulatory and compliance awareness
• Customer relationship management
• Presentation and communication skills
• Negotiation and closing techniques
• Data entry and documentation accuracy
• Basic financial literacy