Position Title: Financial Representative
Full-time or Part-time: Full-time
Company Name: First Investors Corporation
Location of Job: Lexington KY
2473 Fortune Drive
City : Lexington Kentucky
Zip Code : 40509
Contact Name: christen branchik Contact Email Address: firstname.lastname@example.org
Contact Phone: (724) 873-1343
Position Description: 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.
What you need . . .
• 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
• Bachelor’s degree or equivalent work experience
Areas of interests that lead to success . . .
Ø Financial Planner
Ø Customer Service
Ø Customer Support
Ø Public service
Ø Sociology / Social worker
Posted on Sat, January 18, 2014
by Kyle Becknell