Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member role is onsite in Mason, OH. The stated salary range is $60,000–$90,000 per year. The agency describes a collaborative team and community involvement through local organizations, school donations, wildlife habitat support, and scholarships. The representative markets financial products and helps customers evaluate financial planning, investment, and life and health insurance options. By identifying needs, conducting reviews, following up on leads, and recommending suitable products, the role supports customer protection and agency growth while maintaining regulatory compliance.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify customer needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend appropriate products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

state farm agent team member

mason oh

andy mcmahon state farm agent

financial planning

investment options

life insurance

health insurance

customer consultations

lead generation

financial reviews

$60k–$90k per year

life and health license

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based bonus
• flexible schedule
• paid time off
• training and development
• advancement opportunity.

Why this role

Active Life and Health license required or ability to obtain quickly; FINRA Series 6, 63, 65, or 7 license preferred. Benefits include performance bonuses, flexible schedule, paid time off, and training and development.

About the employer

Andy McMahon - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.