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FINANCIAL SERVICES REPRESENTATIVE
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FINANCIAL SERVICES REPRESENTATIVE

Job Description

Who we are . . . First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are proud of our long history of helping clients with their financial needs including college funding, tax savings, and preparing for retirement. Our philosophy is that we connect “Main Street to Wall Street." Our one-on-one approach to clients is unique in our industry. We retain our clients and attract new clients because we stay in touch regarding their financial situation, risk tolerance and future financial goals. One of the most rewarding aspects of working for us is the fact that we make a significant difference in the lives of others - for our clients and our representatives.

Products we offer . . .

          Mutual Funds

          Life Insurance (Whole Life, Term Life & Variable Life)

          Annuities

          Retirement Vehicles

          Education Plans

 

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.

What you need . . .

  • 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
  • Bachelor’s degree or equivalent work experience

  

First Investors 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)

          ASPPA (American Society for Pension Professionals and Actuaries)

          SIPC (Securities Investor Protection Corporation)First Investors


First Investors is building a brighter future . . . one Representative at a time!


Foresters
TM is the trade name and a trademark of The Independent Order of Foresters (“Foresters"), a fraternal benefit society. Its subsidiary, First Investors Consolidated Corporation (“First Investors"), is licensed to use this mark. First Investors Corporation is a subsidiary of First Investors Consolidated Corporation. All securities products are offered through First Investors Corporation.

Job Requirements

This is a great career option for individuals who are looking for a position in the financial services industry with a lot of potential. Our registered representatives come from many different kinds of educational backgrounds. And that’s okay! We offer the training that is necessary for individuals who want to become successful financial services representatives.

 

We are looking for a candidate with the following qualifications and characteristics:

 

  • 4-Year college degree or equivalent with experience (all majors considered, including fields in finance, economics, business, accounting, communications, liberal arts etc.)
  • Strong communication and marketing skills with the ability to work on a one-on-one basis
  • The ability to create goals and to create an organized path to achieve them
  • The ability to grasp new concepts quickly
  • An entrepreneurial work ethic and a deep desire to achieve financial success
  • You must be legally authorized to work in the U.S.

Job Snapshot

Employment Type Full-Time
Job Type Banking, Finance
Education 4 Year Degree
Experience Not Specified
Manages Others No
Relocation No
Required Travel Not Specified
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