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Description du poste:
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
| Origine: | Site web de l'entreprise |
| Publié: | 09 Mar 2026 (vérifié le 19 Avr 2026) |
| Type de poste: | Emploi |
| Secteur: | Banque / Finance |
| Langues: | Anglais |