Financial Services Representative

11 hours ago

New York, New York, United States Fifth Avenue Financial Full time


Job Description

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.

How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply.

Do you have a bachelors degree? If not, you are ineligible to apply.

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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