Financial Services Representative - State Farm Agent Team Member

Catie Walther - State Farm Agent; Lewes (DE); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Team events

Performance-based bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Catie Walther - State Farm Agent is seeking a customer-focused Financial Services Representative specializing in life and health insurance. You will help individuals and families protect what matters most, guiding them through coverage options and requirements while building lasting relationships.

The role emphasizes consultative conversations, cross-selling opportunities within the existing book, and staying compliant with insurance regulations. A proactive, professional demeanor is essential.

Qualifications

• Active Life & Health license required
• Series 6/63/65 and SIE licenses or willingness 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, and comfortable in a sales-driven environment
• Professional and trustworthy demeanor with a genuine desire to help others

Responsibilities

• Educate customers on life and health insurance products
• Conduct needs analyses and guidance on protection and financial planning options
• Build and maintain relationships with new and existing customers through follow-up
• Collaborate with team to identify cross-sell opportunities within the book of business
• Maintain documentation and stay compliant with regulations
• Participate in ongoing training to stay current on products and trends

Skills

Life & Health license

Series 6/63/65

SIE license

Insurance sales

Financial services

Communication

Relationship-building

Sales-driven

Professionalism

Job description

Benefits:

• Team building events
• 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