Financial Services Professional
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-08-15
Listing for:
Fifth Avenue Financial
Commission-based only
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Fifth Avenue Financial, a Mass Mutual 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.
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 Mass Mutual customers
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
- 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
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.
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