Hudson Valley Financial Representative

Financial Sales Fishkill, New York


What you need . . . 

• Bachelor’s degree 
• Strong communication and marketing skills with the ability to work one-on-one with clients 
• The ability to plan your day and achieve goals 
• An interest in developing financial strategies and a genuine concern for the welfare of others 
• An entrepreneurial work ethic and the desire to achieve financial success 

What you will do . . . 

• Recommend solutions to your clients for their investment needs 
• Collaborate with others in developing presentations delivered in group settings or one-on-one 
• Keep in touch with clients to ensure that they have the right products for their current needs 
• Create referral opportunities and build a referral-based practice 
• Determine the course for your career in terms of financial objectives 

How we help you . . . 

Our extensive training program and state-of-the-art learning system is designed to prepare you so you are both business savvy and confident when working with your clients. You will enjoy a professional office environment with all the support and tools you need to 
be successful. 

New Representatives start out earning wages and commissions, so while you take care of your clients, we take care of you. 

Products we offer . . . 

• Mutual Funds 
• Life Insurance (Whole Life, Term Life & Variable Life) 
• Annuities 
• Retirement Vehicles 
• Education Plans 

Foresters Financial is a member of: 

• FINRA (Financial Industry Regulatory Authority) 
• ICI (Investment Company Institute) 
• ASBO (Association of School Business Officials) 
• NTSAA (National Tax Shelter Account Association) 
• PPA (American Society for Pension Professionals and Actuaries) 
• SIPC (Securities Investor Protection Corporation) 

Areas of interests that lead to success . . . ·

Finance ·
Sales ·
Marketing ·
Hospitality ·
Banking ·
Retail ·
Industrial ·
Military ·
Insurance ·
Financial Planner ·
Customer Service ·
Customer Support ·
Public service ·
Communication ·
Entrepreneurship ·
Sociology ·
Social worker ·

Foresters Financial is building a brighter future . . . one Representative 
at a time!


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.