Metro DC Sales Assistant

Sales Silver Spring , Maryland


Primary Responsibility:

This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients*.

*This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative.

Essential Duties:

Act as a liaison between the representative and their clients. The type of support is dictated by whether or not the incumbent is FINRA licensed.

As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.

Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.

Maintain representative’s file organization.

What You Will Learn:

Products and services including Mutual Funds, Annuities and Life Insurance,

Retirement products including IRAs and 403(b)s

College funding products including ESAs and 529 plans

Asset allocation strategy

Time value of money

Prospecting and telephone techniques (if you become FINRA licensed)

Compliance training

 Educational and Background Requirements:

High School diploma or equivalent

Some college preferred

FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided. 

Strong verbal communication skills with a customer-service focus

Strong organizational skills

Ability to meet deadlines

Proficient use of Microsoft Office including Word, Excel and PowerPoint

Foresters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money.