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Financial Representative

Job Description

Financial Representative

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)


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.


Areas of interests that lead to success . . .










       Financial Planner

       Customer Service

       Customer Support

       Public service



       Sociology / Social worker


First Investors is building a brighter future, one representative at a time.

ForestersTM 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.

First Investors is an Equal Opportunity Employer


Job Requirements

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


Job Snapshot

Contact Name Karen Zuchowski - Northeast
Post Date 9/11/2014
Location Cheektowaga, NY
Other Pay Salary plus Commission/Bonus
Employment Type Full-Time
Job Type Finance, Sales, Insurance
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services, Insurance, Sales - Marketing
Required Travel Not Specified
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