Office Manager - State Farm Agent Team Member Bellport - NY

Insureyourlegacy; New York (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Strong communication

Relationship-building

Sales & business development

Leadership potential

Entrepreneurial mindset

Education

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

Job description

Full Time in Bellport - NY

Replies within 24 hours

• 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off

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

• 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

• 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.

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.

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.

Compensation $45,000.00 - $65,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.