Insurance and Financial Services Position - State Farm Team Member
Job Description
Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
At the Gregory Mehrhoff State Farm Agency, were more than just an insurance office were a team committed to helping people protect what matters most. 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.
- 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.
- Base salary of $60,000.
- Earning potential exceeding $100,000 based on performance and growth of financial advisory practice.
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