Office Manager - State Farm Agent Team Member

Gregory Mehrhoff - State Farm Agent; Village of Bellport (NY); Presencial; USD 60 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Resumo da oferta

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

You will work closely with agency leadership while developing experience across the insurance and financial services business, building relationships and driving opportunities to help clients meet their objectives.

Qualificações

• Bachelor’s degree in finance, financial planning, economics, business, accounting, or a related field.
• Experience in financial planning, financial services, banking, investments, insurance, or client-facing work.
• Strong communication and relationship-building skills.
• Ability to discuss financial concepts confidently and professionally.
• Entrepreneurial mindset and accountability for results.

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 outreach, referrals, and business development.
• Maintain a consistent pipeline of opportunities.
• Work with licensed team members to deepen customer relationships.
• Learn sales, service, financial, and operational disciplines of the agency.
• Participate in coaching, training, and professional development.
• Pursue additional licenses and credentials.
• Demonstrate production, leadership, and accountability for advancement.

Conhecimentos

Relationship building

Communication

Needs-based sales

Business development

Financial services knowledge

Leadership

Formação académica

Bachelor's degree in finance or related field

Ferramentas

CRM software

Sales/financial planning software

Descrição da oferta de emprego

Benefits:

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

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

We are looking for someone with the education, professional foundation, and entrepreneurial mindset to become a key contributor within our agency, with the potential to pursue the State Farm Agent Aspirant path and ultimately explore the opportunity to become a State Farm independent contractor agent.

What You'll Do

You will work closely with agency leadership while developing experience across the insurance and financial services business.

Responsibilities include:

• 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

Who We're Looking For

Our ideal candidate has:

• 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
• Strong communication and relationship-building skills
• Ability to discuss financial concepts confidently and professionally
• A consultative, needs-based approach to customer relationships
• Strong accountability and follow-through
• Coachability and a desire to continuously improve
• Comfort working in a goal-oriented, performance-driven environment
• Entrepreneurial ambition and an interest in business leadership

Existing Licenses Are a Plus

Existing licenses are not required, but candidates with relevant licenses or registrations will receive additional consideration.

We are particularly interested in:

• SIE, Series 6, Series 63, Series 65, and/or Series 66
• Property & Casualty (P&C) license
• Life & Health (L&H) license

Candidates without appropriate licenses should be prepared to pursue the licenses and credentials necessary for their responsibilities and continued development.

Career & Agent Aspirant Development

This position provides hands-on experience in customer acquisition, insurance planning, financial services, relationship management, sales, agency operations, and leadership.

As you demonstrate results and develop professionally, you can earn greater production and leadership responsibilities.

For candidates interested in business ownership, this position can also provide valuable experience while exploring the State Farm Agent Aspirant opportunity and developing an understanding of what it takes to operate an insurance and financial services business.

What Success Looks Like

Success means building trusted relationships, consistently developing new business opportunities, conducting high-quality customer conversations, meeting performance expectations, progressing professionally, and demonstrating the leadership and accountability required for greater responsibility.

Important Notice

This position is with Greg Mehrhoff State Farm Agency, an independent contractor State Farm agency, and is not employment with State Farm Insurance Companies.

Employment with a State Farm agent does not guarantee future selection or appointment as a State Farm independent contractor agent. Any future agency opportunity is subject to State Farm's applicable qualification and selection requirements.