FINANCIAL SERVICES REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER

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

About Our Agency

Growing up in a State Farm family, I was inspired by the impact an agent can have on people’s lives, and that’s what led me to this career. Today, what I enjoy most about being an agent is making a difference—not just for our customers and their families but for my team as well. One of the milestones I’m most proud of is being recognized as a Top Agency in the State of Ohio, which reflects the strong conversations we’re having with clients to ensure they’re properly protected.

Responsive recruiter

Replies within 24 hours

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency

Growing up in a State Farm family, I was inspired by the impact an agent can have on people’s lives, and that’s what led me to this career. Today, what I enjoy most about being an agent is making a difference—not just for our customers and their families but for my team as well. One of the milestones I’m most proud of is being recognized as a Top Agency in the State of Ohio, which reflects the strong conversations we’re having with clients to ensure they’re properly protected.

Our team thrives on collaboration, constantly driving one another to grow and improve every day. I lead with a servant’s heart, providing the tools, training, and support needed to help my team reach their goals. We’re deeply involved in the community through organizations like Kiwanis, local school donations, wildlife habitat support, and scholarships for local districts.

We also make time to have fun together with casual Fridays, quarterly outings like Top Golf or dinner, and a year-end retreat. Our agency offers travel opportunities when goals are met, team retreats, and flex time for top performers.

We’re looking for someone who is motivated, upbeat, personable, and a true self-starter. Success is celebrated through dinners, awards, trips, cash incentives, and public recognition. What excites me most about bringing on a new team member is helping them build a balanced, rewarding career with limitless potential.

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Andy McMahon - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

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

Compensation $60,000.00 - $90,000.00 per year