Financial Representative

Foresters Financial

Lexington-Fayette, United States

Last shared 62 days ago

Job Details

Experience

1 - 20 years

Employment Type

Full-time

Employer Job ID

Not Mentioned

Industry Sector

Functional Area

Financial Services Advisory
Job Description
Who we are . . .

Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and tools, to meet their needs across all life stages. Our financial representatives, who are among the best trained in the business, offer personalized service combined with a solid, long-term approach and fresh thinking. 

You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. 

What you need . . .

• Bachelor’s degree 
• 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 

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. 

Products we offer . . .

• Mutual Funds 
• Life Insurance (Whole Life, Term Life & Variable Life) 
• Annuities 
• Retirement Vehicles 
• Education Plans 

Foresters Financial is a member of:

• FINRA (Financial Industry Regulatory Authority) 
• ICI (Investment Company Institute) 
• ASBO (Association of School Business Officials) 
• NTSAA (National Tax Shelter Account Association) 
• PPA (American Society for Pension Professionals and Actuaries) 
• SIPC (Securities Investor Protection Corporation) 

Areas of interests that lead to success . . . ·

Finance ·
Sales ·
Marketing ·
Hospitality ·
Banking ·
Retail ·
Industrial ·
Military ·
Insurance ·
Financial Planner ·
Customer Service ·
Customer Support ·
Public service ·
Communication ·
Entrepreneurship ·
Sociology ·
Social worker ·
Psychology 

Foresters Financial is building a brighter future . . . one Representative
at a time!


Foresters Financial™ and Foresters™ are trade names and trademarks of The
Independent Order of Foresters (a fraternal benefit society) and its subsidiaries,
including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money.

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Company Description

Foresters FinancialTM is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average working families. More than 140 years later, we provide investment, life insurance, retirement and savings solutions that help families achieve their long-term financial goals.

Throughout our history, we have been at the forefront of several milestones in the North American life insurance landscape, often pioneering trends that would later become commonplace. One of our first leaders, Dr. Oronhyatekha, was one of Canada’s first Native doctors to include western medicine in his practice. A man ahead of his time, Dr. Oronhyatekha championed the rights of women, children and minorities. He also insisted on admitting women as full members of the organization and providing benefits to the orphans of Foresters members.

Today, more than three million customers and members in the United States, Canada and the United Kingdom benefit from the foundation of experience, expertise and reliability we have built over two centuries. During this time, we have remained steadfast in our commitment to help improve family well-being and, each year, we invest millions to support causes that enrich the lives of families and communities.

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