Fort Worth Sales Assistant

Sales Fort Worth, Texas


Description

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,


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.