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
Numbers & Facts
Location
Lewes, DE
Job Type
Full-time
Skills
Best Practicesunmatched
Communication Skillsunmatched
Cross-Sellingunmatched
Customer Relationsunmatched
Customer Trainingunmatched
Customer/Client Researchunmatched
Documentationunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Follow Throughunmatched
Health Insuranceunmatched
Industry/Trade Analysisunmatched
Insurance Regulationsunmatched
Insurance Salesunmatched
Life Insuranceunmatched
Needs Assessmentunmatched
People Managementunmatched
Salesunmatched
Sales Prospectingunmatched
Series 6unmatched
Team Buildingunmatched
Training/Teachingunmatched
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