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.
