Registered Representative - State Farm Agent Team Member

Anthony Petrozzella - State Farm Agent
  • Rosedale, NY
  • Full-time
20 days ago

Job Description

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

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.
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 bachelor’s 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, I’m grateful for my wonderful family — my wife Rosa, to whom I’ve 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 you’re looking for a place where you can grow, feel connected, and make an impact, this could be the right fit for you.

Numbers & Facts

LocationRosedale, NY
Job TypeFull-time

Skills

  • Analysis Skillsunmatched
  • Consultingunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Economicsunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Industry Standardsunmatched
  • Insuranceunmatched
  • Maintain Complianceunmatched
  • Market Trend Analysisunmatched
  • Needs Assessmentunmatched
  • Options Analysisunmatched
  • Product Marketingunmatched
  • Record Keepingunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Securitiesunmatched
  • Series 6unmatched
  • Stock Marketunmatched
  • Training/Teachingunmatched
  • United States Marine Corps (USMC)unmatched

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