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Financial Services Representative

Anthony Petrozzella - State Farm Agency

Rosedale, NEW YORK

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JOB DETAILS
SKILLS
Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Develop and Maintain Customers, Economics, Finance, Financial Analysis, Financial Services, Health Insurance, Industry Standards, Insurance, Maintain Compliance, Market Trend Analysis, Needs Assessment, Options Analysis, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Securities, Series 6, Stock Market, Training/Teaching, United States Marine Corps (USMC)
LOCATION
Rosedale, NEW YORK
POSTED
5 days ago
ROLE DESCRIPTION
As a Registered Representative - State Farm Agent Team Member with Anthony Petrozzella - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES
  • Provide investment options and consult securities to customers.
  • Conduct financial needs analysis and recommend investment products.
  • Manage customers portfolios and provide ongoing support.
  • Stay updated on market trends and regulatory changes.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS
  • Series 6 or 7 license and other relevant certifications.
  • Strong knowledge of investment products and financial markets.
  • Communication and customer service skills.
  • Ability to build and maintain customers relationships.
  • Detail-oriented with strong analytical skills.
  • High ethical standards and professionalism.

Benefits
  • Hiring bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY
Our agency has been proudly serving the Rosedale community since 2005, and this year marks 20 incredible years as a State Farm agent. Before opening my agency, I earned my bachelors degree in Finance and Economics from C.W. Post Long Island University and spent 13 years working for a State Farm agent in Nesconset, NY. I loved helping customers with their insurance and financial service needs so much that I decided to build my own agency.

Outside the office, Im grateful for my wonderful family my wife Rosa, to whom Ive been married for 26 years, our son Thomas who proudly serves as a U.S. Marine, and our daughter Delia, currently in her third year at LIU.

In our office, we believe in creating a fun and friendly atmosphere where hard work is celebrated. We offer competitions and team incentives throughout the year to keep things exciting and rewarding. If youre looking for a place where you can grow, feel connected, and make an impact, this could be the right fit for you.

About the Company

A

Anthony Petrozzella - State Farm Agency

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