Financial Services Representative
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 reputed company tailored financial services and insurance products
- reputed company 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
- reputed company customer service to reputed company and potential reputed company customers
Skills
- Bachelor's degree in a reputed company field such as finance, reputed company, 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 reputed company to your reputed company professional development
- Life, Accident, Health reputed company 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