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
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
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
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.
#LI-FAF
Skills Required
- Bachelor's degree in finance, accounting, economics, or related field
- 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
- Willingness to obtain SIE, Series 7, Series 66, and/or Life, Accident & Health licenses
- Life, Accident, Health resident license
- Knowledge and proficiency in CRM software and financial data analysis tools
- Strong organizational and time management skills
- Ability to multitask and prioritize
- Proficiency in MS Office
What We Do
Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company. Based in New York City, we are renowned for exceptional service and offer a comprehensive range of insurance and planning solutions to individuals and businesses. With a commitment to tailored strategies and guidance, our team empowers clients to navigate complex financial challenges and secure their financial futures. We have a collaborative team culture and are consistently named as a “Best Places to Work” firm. We invite driven and passionate individuals to explore career opportunities and learn more about our dynamic platform through our website. Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 90 Park Avenue, 17th Floor, New York, NY 10036. (212) 536-6000. Fifth Avenue Financial is not a subsidiary of MassMutual or its affiliated companies. Website http://www.fifthavenuefinancial.com Phone 212-536-6000
