Financial Services Advisor | Flexible Schedule & Growth

Andy McMahon - State Farm Insurance Agent; Mason (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Andy McMahon - State Farm Agent in Mason, OH is seeking a Financial Services Representative to market financial products, educate clients, and build lasting relationships. The role combines sales with advisory services to protect clients’ financial futures.

The ideal candidate holds relevant Life & Health licensing, and FINRA licenses are a plus. You will work closely with clients, identify needs, and present tailored solutions while maintaining regulatory compliance.

Qualifications

• Active Life & Health license (required or ability to obtain quickly).
• FINRA Series 6/63/65 or 7 license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Communication skills

Analytical skills

Customer-focused

Education

Life & Health license (required or ability to obtain quickly)

FINRA Series 6/63/65 or 7 license preferred

Tools

FINRA licenses

Job description

Andy McMahon - State Farm Agent in Mason, OH is seeking a Financial Services Representative to market financial products, educate clients, and build lasting relationships. The role combines sales with advisory services to protect clients’ financial futures.

The ideal candidate holds relevant Life & Health licensing, and FINRA licenses are a plus. You will work closely with clients, identify needs, and present tailored solutions while maintaining regulatory compliance.