Financial Services Representative

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

Created: 2024-11-02