Insurance and Financial Services Position - State Farm Team Member

Job Description

Job Description

Benefits:

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

About our Agency:
At the Gregory Mehrhoff State Farm Agency, we’re more than just an insurance office — we’re a team committed to helping people protect what matters most.

We believe in teamwork, growth, and community. Our office culture is built on integrity, collaboration, and a genuine desire to serve others. Whether we’re helping someone choose the right auto coverage, protecting a family with life insurance, or supporting a small business, we take pride in guiding our clients with care and professionalism.

If you’re driven, people-focused, and eager to grow, we’d love to have you join our team and make a positive impact every day.

Position Overview:
As a Financial Professional at Mehrhoff Insurance Agency Inc., you will leverage an existing Property & Casualty (P&C) book of approximately 1,500 households to develop and expand a robust financial advisory practice. This role requires a proactive individual with the necessary securities licenses to provide tailored investment and financial planning services.

Key Responsibilities:

• Develop and grow a financial advisory practice using the agency’s existing P&C client base.
• Provide personalized financial planning and investment advice to clients.
• Build strong, trust-based relationships with clients to identify and meet their financial needs.
• Collaborate with agency staff to integrate financial advisory services with existing insurance offerings.
• Maintain compliance with industry regulations and company policies.
• Continuously update knowledge of financial products, market trends, and regulatory changes.

Qualifications:

• Series 6, Series 63, and Series 65 licenses are required.
• Property & Casualty (P&C) and Life Insurance licenses preferred; must be obtained upon receiving a job offer if not already licensed.
• Proven ability to develop client relationships and grow a book of business.
• Strong communication, interpersonal, and organizational skills.
• Self-motivated with a drive to succeed and meet financial goals.

Compensation:

• Base salary of $40,000-$75,00 based on experience and existing book of business
• Earning potential exceeding $150,000 based on performance and growth of financial advisory practice.

Flexible work from home options available.