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Financial Services Representative - State Farm Agent Team Member

Catie Walther - State Farm Agent

Lewes, DE

Job Description

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
Apply
Vacancy posted 2 days ago
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