Financial Services Representative - State Farm Agent Team Member

Andy McMahon - State Farm Agent; Mason (OH); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Paid time off

Training & development

Job summary

Andy McMahon - State Farm Agent in Mason, Ohio, is seeking a Financial Services Representative to join their team. The ideal candidate will market financial products while providing excellent consultative support to customers on their insurance and investment needs.

This role requires strong communication and analytical skills, along with an active or quickly obtainable Life and Health license. The company offers a competitive salary and various benefits including training and development opportunities.

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 or insurance is a plus.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Job description

Benefits

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

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