Financial Services Representative

MassMutual; New York (NY); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates should have a Bachelor's degree in a related field and strong communication skills. The role offers flexible commission-based compensation with a hybrid office model.

Qualifications

• Bachelor's degree in finance, accounting, or economics required.
• Internship or experience in Financial Services industry preferred.
• Excellent verbal and written communication skills are necessary.
• Excellent verbal and written communication skills.
• Knowledge of risk management and investment strategies.

Responsibilities

• Build a portfolio of customers and provide tailored financial advice.
• Analyze and monitor customer financial situations.
• Develop customized financial plans for clients.
• 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

Strong customer service

Communication skills

Presentation skills

Presentation skills

Financial knowledge

Education

Bachelor’s degree in finance, accounting, or economics

Tools

CRM software

Financial data analysis tools

MS Office

Job description

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 a 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

Licensing

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.