San Diego Financial Services Sales Assistant
Act as a liaison between the representative and their clients.
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
Educational and Background Requirements:
College degree required
FINRA licensing required or able to attain within 6 months of hire
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.