Agency Office Manager - Path to Leadership & Licenses

Greg Mehrhoff - State Farm Agent; New York (NY); Presencial; USD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Resumo da oferta

Greg Mehrhoff State Farm Agency in Bellport, NY is seeking a motivated professional with experience in financial planning, financial services, or related fields to build a long-term career in insurance, financial services, and business leadership.

The role emphasizes relationship-building, needs-based financial conversations, and progression toward licenses and leadership opportunities within a State Farm agent pathway.

Qualificações

• Bachelor's degree in finance, financial planning, economics, business, accounting, or another relevant field.
• Experience in financial planning, financial services, banking, investments, insurance, or a related client-facing profession.

Responsabilidades

• Build relationships with prospective and existing customers.
• Conduct needs-based conversations to understand insurance and financial objectives.
• Identify insurance and financial-services opportunities.
• Develop new relationships through proactive outreach, referrals, and business development.
• Build and maintain a consistent pipeline of opportunities.
• Work with licensed team members to deepen customer relationships.
• Learn the sales, service, financial, and operational disciplines of running a successful agency.
• Participate in structured coaching, training, and professional development.
• Work toward additional licenses and professional credentials.
• Demonstrate the production, leadership, judgment, and accountability necessary for advancement.

Conhecimentos

Strong communication

Relationship-building

Sales & business development

Leadership potential

Entrepreneurial mindset

Formação académica

Bachelor's degree in finance, financial planning, economics, business, accounting, or another relevant field

Descrição da oferta de emprego

Greg Mehrhoff State Farm Agency in Bellport, NY is seeking a motivated professional with experience in financial planning, financial services, or related fields to build a long-term career in insurance, financial services, and business leadership.

The role emphasizes relationship-building, needs-based financial conversations, and progression toward licenses and leadership opportunities within a State Farm agent pathway.