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