Financial Services Representative - State Farm Agent Team Member

Catie Walther - State Farm Agent; Lewes (DE); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Flexible schedule

Bonus based on performance

Paid time off

Training & development

Competitive salary

Opportunity for advancement

Job summary

Catie Walther - State Farm Agent is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions. You will educate clients, analyze needs, and guide them toward protection and financial planning options, building lasting relationships through consultative conversations.

The role offers a flexible, client-centric environment with opportunities to advance and develop professional licenses and product knowledge.

Qualifications

• Active Life & Health license required.
• Series 6/63/65 and SIE licenses preferred; willing to obtain.
• Experience in life/health insurance sales or financial services.
• Strong communication and relationship-building skills.
• Ability to explain complex coverage options clearly.
• Self-motivated, goal-oriented, sales-driven.
• Professional and trustworthy demeanor.

Responsibilities

• Educate customers on financial services, life, and health products.
• Analyze customer needs and guide protection and financial planning options.
• Build and maintain relationships with new and existing customers via follow-up.
• Collaborate to cross-sell within the existing book of business.
• Maintain documentation and stay compliant with regulations.
• Participate in ongoing training on products and trends.

Skills

Life & Health license

Series licenses willingness

Experience in life/health sales

Communication skills

Explain coverage options

Self-motivated

Trustworthy demeanor

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• 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. 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 financial services, life, and health insurance products
• Conduct customer needs analyses and provide guidance on protection and financial planning options
• Build and maintain strong relationships with new and existing customers through regular follow-up
• 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 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