Life & Health Financial Advisor - Bonus, Health Coverage

Catie Walther State Farm Agency; Lewes (DE); Vor Ort; USD 68.000 - 80.000; Vollzeit

Benefits dieser Stelle

Team building events

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication skills

Relationship building

Sales experience

Licensing readiness

Jobbeschreibung

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.