Foresters Financial Services Sales Assistant to Beaverton Financial Representatives in Beaverton, Oregon

Sales Assistant to Beaverton Financial Representatives

Administrative
Beaverton, Oregon

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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 clients 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 file organization.

WHAT YOU WILL LEARN:

  • Products & services including Mutual Funds, Annuities, and Life Insurance

  • Retirement products including IRAs and 403(b)s

  • College funding products including ESAs and 529 plans

  • Asset allocation strategy

  • Time value of money

  • Prospecting and telephone techniques(if you become FINRA licensed)

  • Compliance training

EDUCATION & BACKGROUND REQUIREMENTS:

  • College degree preferred

  • FINRA licensing will be required (S6/S63)

  • Strong verbal communication skills with a customer-service focus

  • Strong organizational skills

  • Ability to meet deadlines

  • Proficient use of Microsoft Office including Word and Excel