Financial Services Representative
Fifth Avenue Financial
New York, NY
The Opportunity:
Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
Job Responsibilities:
Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
Analyze customer financial situations and provide tailored financial services and insurance products
Develop customized financial plans for clients that are tailored to their specific goals and objectives
Monitor markets, research financial products, and stay updated with new developments in the financial sector
Provide customer service to current and potential MassMutual customers
Desired Qualifications:
Bachelor’s degree in a related field such as finance, accounting, or economics
Internship or some experience in the Financial Services industry
Strong customer service, communication, and presentation skills
Excellent verbal and written communication skills
Good knowledge of risk management and investment strategies
Nice-to-haves:
Life, Accident, Health resident license
Knowledge and proficiency in the use of CRM software and financial data analysis tools
Strong organizational and time management skills
Ability to multitask and prioritize
Proficiency in MS Office
Licensing:
If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.
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