Financial Services Representative

Descrizione del lavoro:

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