Insurance and Financial Services Position - State Farm Team Member
1 year ago
Bellport
Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off We believe in teamwork, growth, and community. Our office culture is built on integrity, collaboration, and a genuine desire to serve others. Whether were helping someone choose the right auto coverage, protecting a family with life insurance, or supporting a small business, we take pride in guiding our clients with care and professionalism. If youre driven, people-focused, and eager to grow, wed love to have you join our team and make a positive impact every day. Position Overview: As a Financial Professional at Mehrhoff Insurance Agency Inc., you will leverage an existing Property & Casualty (P&C) book of approximately 1,500 households to develop and expand a robust financial advisory practice. This role requires a proactive individual with the necessary securities licenses to provide tailored investment and financial planning services. Key Responsibilities: • Develop and grow a financial advisory practice using the agencys existing P&C client base., • Provide personalized financial planning and investment advice to clients., • Build strong, trust-based relationships with clients to identify and meet their financial needs., • Collaborate with agency staff to integrate financial advisory services with existing insurance offerings., • Maintain compliance with industry regulations and company policies., • Continuously update knowledge of financial products, market trends, and regulatory changes.Qualifications:, • Series 6, Series 63, and Series 65 licenses are required., • Property & Casualty (P&C) and Life Insurance licenses preferred; must be obtained upon receiving a job offer if not already licensed., • Proven ability to develop client relationships and grow a book of business., • Strong communication, interpersonal, and organizational skills., • Self-motivated with a drive to succeed and meet financial goals.Compensation:, • Base salary of $60,000., • Earning potential exceeding $100,000 based on performance and growth of financial advisory practice.