San Diego Financial Services Sales Assistant

Sales San Diego, California


Description

Essential Duties:

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 

Compliance training

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.