Financial Services Representative
Company Name:
First Investors Corporation
Financial Services Representative
First Investors Corporation
Since 1930, First Investors has been helping everyday Americans achieve successful financial futures and we are growing our team in offices across the country with folks who are passionate about that mission.
As part of Foresters, an International Financial Services provider, First Investors shares an important purpose that drives all of our actions -to improve the well-being of families. We do this not only through the work we do to improve the financial health of families, but also by giving back through community involvement and volunteering.
At First Investors, we work hard, play hard and have a whole lot of fun together at work, through social events, recognition trips, and community work. If you want to grow by helping others, then First Investors might be the right place for you.
You do not need prior finance experience to join First Investors; but you do need an entrepreneurial spirit, tenacity, great people skills, and a desire to make a difference.
Tasks at hand
As a Financial Services Representative, you will target prospective clients, identify and anticipate their needs, and define suitable recommendations to help them achieve their financial aspirations.
Through smart planning and personalized service, you will build long-term relationships with your clients - helping them plan for retirement, send their kids to college, build the lake house of their dreams, and leave a legacy to their children.
Working side-by-side with experienced professionals, you will be part of a collaborative local and national team that will guide you as you learn how to:
Prospect for clients through networking and referrals to build a referral based practice
Provide financial solutions for clients through fact gathering and needs analysis
Collaborate with others in developing presentations delivered in group settings or one-on-one
Develop and maintain long-term relationships with clients to ensure that they have the right products and solutions at every stage of life
You will get better every day
A comprehensive nine-month training program that includes wages and commissions, and provides a clear path for professional growth. This transparent training program, Standards of Excellence, outlines what you need to be doing each week and month to reach the next level of increased compensation
A professional office environment with ongoing coaching, mentoring and feedback from sales leaders and top producers to learn communication and sales techniques that will help you in any career and in life
Access to a state-of-the art e-learning system (Pinpoint Global)
Local and national marketing supports, including wholesalers, and sales desk, marketing materials, etc.
Extensive product offering that includes mutual funds, annuities, life insurance, retirement vehicles, education plans
Career path options that include sales management, and leadership opportunities plus the freedom to tailor your career path to your aspirations, and lifestyle needs.
No cap on the income of a financial services representative
A culture that rewards and recognizes results (bonuses and trips)
Must Haves
Entrepreneurial spirit and the drive to achieve financial success
Integrity and tenacity
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 desire to help others achieve their dreams and goals
Bachelors degree or equivalent work experience
No criminal convictions, felonies or misdemeanors within 10 years
Compensation & Benefits
New Representatives start out earning wages and commissions. So while you take care of your clients, we take care of you.
Access to competitive benefits package including medical, life and disability.
Laptop provided
Recognition and rewards program (bonuses, trips)
No cap on compensation for financial services repsEstimated Salary: $20 to $28 per hour based on qualifications.
First Investors Corporation
Financial Services Representative
First Investors Corporation
Since 1930, First Investors has been helping everyday Americans achieve successful financial futures and we are growing our team in offices across the country with folks who are passionate about that mission.
As part of Foresters, an International Financial Services provider, First Investors shares an important purpose that drives all of our actions -to improve the well-being of families. We do this not only through the work we do to improve the financial health of families, but also by giving back through community involvement and volunteering.
At First Investors, we work hard, play hard and have a whole lot of fun together at work, through social events, recognition trips, and community work. If you want to grow by helping others, then First Investors might be the right place for you.
You do not need prior finance experience to join First Investors; but you do need an entrepreneurial spirit, tenacity, great people skills, and a desire to make a difference.
Tasks at hand
As a Financial Services Representative, you will target prospective clients, identify and anticipate their needs, and define suitable recommendations to help them achieve their financial aspirations.
Through smart planning and personalized service, you will build long-term relationships with your clients - helping them plan for retirement, send their kids to college, build the lake house of their dreams, and leave a legacy to their children.
Working side-by-side with experienced professionals, you will be part of a collaborative local and national team that will guide you as you learn how to:
Prospect for clients through networking and referrals to build a referral based practice
Provide financial solutions for clients through fact gathering and needs analysis
Collaborate with others in developing presentations delivered in group settings or one-on-one
Develop and maintain long-term relationships with clients to ensure that they have the right products and solutions at every stage of life
You will get better every day
A comprehensive nine-month training program that includes wages and commissions, and provides a clear path for professional growth. This transparent training program, Standards of Excellence, outlines what you need to be doing each week and month to reach the next level of increased compensation
A professional office environment with ongoing coaching, mentoring and feedback from sales leaders and top producers to learn communication and sales techniques that will help you in any career and in life
Access to a state-of-the art e-learning system (Pinpoint Global)
Local and national marketing supports, including wholesalers, and sales desk, marketing materials, etc.
Extensive product offering that includes mutual funds, annuities, life insurance, retirement vehicles, education plans
Career path options that include sales management, and leadership opportunities plus the freedom to tailor your career path to your aspirations, and lifestyle needs.
No cap on the income of a financial services representative
A culture that rewards and recognizes results (bonuses and trips)
Must Haves
Entrepreneurial spirit and the drive to achieve financial success
Integrity and tenacity
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 desire to help others achieve their dreams and goals
Bachelors degree or equivalent work experience
No criminal convictions, felonies or misdemeanors within 10 years
Compensation & Benefits
New Representatives start out earning wages and commissions. So while you take care of your clients, we take care of you.
Access to competitive benefits package including medical, life and disability.
Laptop provided
Recognition and rewards program (bonuses, trips)
No cap on compensation for financial services repsEstimated Salary: $20 to $28 per hour based on qualifications.
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