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