Foresters Financial - Sales Assistant (Phoenix)

Foresters Financial seeks a Sales Assistant in Phoenix, Arizona.

Description

Primary Responsibility:

This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients*.

 

 *(This role will require eventual FINRA licensing to allow the incumbent to expand the client support provided to the Representative.)

 

Essential Duties:
v  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.
v  As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
v  Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
v  Maintain representative’s file organization.

 

What You Will Learn:
v  Products and services including Mutual Funds, Annuities and Life Insurance
v  Retirement products including IRAs and 403(b)s
v  College funding products including ESAs and 529 plans
v  Asset allocation strategy
v  Prospecting and telephone techniques (if you become FINRA licensed)
v  Compliance training

 

Educational and Background Requirements:
v  High School diploma or equivalent, Bachelor's degree preferred
v  FINRA licensing eventually required (S6/S63)
v  Strong verbal communication skills with a customer-service focus
v  Strong organizational skills
v  Ability to meet deadlines
v  Proficient use of Microsoft Office including Word, Excel and PowerPoint

Click here to Apply directly with Foresters Financial

 

Click the "Apply" button, located below, if you'd like a personal recommendation or introduction by Greek Ladders to the primary hiring director.

 

 

Will you apply?

connect

get updates