Financial Services Representative in Rosedale, New York at Anthony Petrozzella - State Farm Agency

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 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.

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