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