Financial Services Representative - State Farm Agent Team Member

Lewesdeinsurance; Lewes (DE); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

Team building events

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

Catie Walther State Farm Agency in Lewes, DE seeks a Financial Services Representative focused on life and health insurance solutions. You will help clients select coverage that secures their financial future and provide consultative support, building lasting client relationships through regular follow-up.

The role emphasizes advisory conversations, compliance, and ongoing training within a supportive team, with competitive compensation and growth opportunities.

Qualifications

• Active Life & Health license is required.
• Series 6/63/65 and SIE licenses are preferred with willingness to obtain.
• Experience in life and/or health insurance sales or financial services.
• Strong communication and relationship-building skills.

Responsibilities

• Educate customers on financial services, life, and health insurance products.
• Conduct customer needs analyses and guide coverage options.
• Build and maintain 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 and industry trends.

Skills

Communication skills

Relationship building

Sales experience

Licensing readiness

Job description

Full Time in Lewes - DE

• Team building events
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off

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

Compensation $68,000.00 - $80,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.