Financial Services Professional
Full-time
Fifth Avenue Financial
Fifth Avenue Financial, a MassMutual firm, is seeking Financial Services Professionals to join our team. Our most successful professionals have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based.
As part of our recruitment process, we require a short assessment. This assessment does not measure intelligence, education, or experience. It simply looks at your natural work preferences—like how you prefer to communicate, make decisions, and take in information.
Please click this link to complete it:
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.
#LI-FAF
Vacancy posted more than 2 months ago
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