Fifth Avenue Financial is looking for a Financial Services Representative to join their team. The role involves building a portfolio of customers, providing tailored financial advice, and developing customized financial plans based on clients' specific goals and objectives.
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
Skills
- 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
- 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
- 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
Company Overview
Fifth Avenue Financial offers term and universal life insurance that also includes marketing support, product positioning, and strategies. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://fifthavenuefinancial.com/.