What are the responsibilities and job description for the Financial Professional position at Greg Mehrhoff - State Farm Agent?
Company Description
Greg Mehrhoff - State Farm Agent provides comprehensive Personal Auto, Home, Life, and Health Insurance services. Additionally, we offer Individual Retirement Planning Services as well as Business Liability and Workers Compensation solutions. Our holistic approach ensures our clients' needs are fully met across various aspects of their personal and business lives.
Role Description
This is a full-time hybrid role for an Insurance and Financial Services professional. The position is based in Bellport, NY, though some work from home is acceptable. Day-to-day tasks include providing expert advice on insurance and financial products, offering exceptional customer service, managing insurance brokerage activities, and communicating effectively with clients to understand their needs and recommend appropriate solutions.
Qualifications
- Proven experience in Insurance and Insurance Brokerage
- Strong Finance-related knowledge and skills
- Excellent Communication and Customer Service skills
- Ability to work independently
- Relevant certifications and licenses in insurance and finance are a plus
- A bachelor's degree in finance, Business Administration, or related field is preferred
- Bi-lingual Spanish a plus