Insurance and Financial Services Position - State Farm Team Member

Gregory Mehrhoff - State Farm Agent
  • Bellport, NY
  • $40,000 Per Year
  • Full-time
30+ days ago

Job Description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k) matching

About our Agency:
At the Gregory Mehrhoff State Farm Agency, we’re more than just an insurance office — we’re 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 we’re 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 you’re driven, people-focused, and eager to grow, we’d 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 agency’s 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 $40,000-$75,00 based on experience and existing book of business
  • Earning potential exceeding $150,000 based on performance and growth of financial advisory practice.

Flexible work from home options available.

Numbers & Facts

LocationBellport, NY
Job TypeFull-time

Skills

  • Communication Skillsunmatched
  • Corporate Policiesunmatched
  • Customer Relationsunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Investment Servicesunmatched
  • Life Insuranceunmatched
  • Maintain Complianceunmatched
  • Market Trend Analysisunmatched
  • Organizational Skillsunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Sales Managementunmatched
  • Securitiesunmatched
  • Series 6unmatched
  • Series 63unmatched
  • Series 65unmatched
  • Small Businessunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched

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