Registered Representative - State Farm Agent Team Member

Mysfinsurance; Nesconset (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

A local insurance agency is seeking a Registered Representative - State Farm Agent Team Member in Rosedale, NY. This full-time role involves providing investment options, consulting securities, and managing customer portfolios. Candidates should have a Series 6 or 7 license and possess strong communication and customer service skills. The position offers a competitive salary ranging from $55,000 to $75,000 annually, plus various benefits and opportunities for advancement.

Qualifications

• Series 6 or 7 license and other relevant certifications are mandatory.
• Strong knowledge of investment products and financial markets is required.
• Ability to build and maintain customer relationships is essential.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer portfolios and provide ongoing support.

Skills

Communication skills

Customer service skills

Detail-oriented

Analytical skills

Relationship building

Education

Series 6 or 7 license

Bachelor's degree in Finance and Economics

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Rosedale - NY

Responsive recruiter replies within 24 hours

Benefits

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

ROLE DESCRIPTIONAs 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.

Compensation $55,000.00 - $75,000.00 per year

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State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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