Foresters Financial Services Rockland Sales Assistant in Nanuet, New York

Rockland Sales Assistant

AdministrativeNanuet, New York



Essential Duties:

v Act as a liaison between the representative and their clients.

v As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.

v Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.

v Maintain representative’s file organization.

What You Will Learn:

v Products and services including Mutual Funds, Annuities and Life Insurance

v Retirement products including IRAs and 403(b)s

v College funding products including ESAs and 529 plans

v Asset allocation strategy

v Time value of money

v Prospecting and telephone techniques

v Compliance training

Educational and Background Requirements:

v High School diploma or equivalent

v Some college preferred

v FINRA licenses S6, S63, and NY State Life Insurance License required

v Strong verbal communication skills with a customer-service focus

v Strong organizational skills

v Ability to meet deadlines

v Proficient use of Microsoft Office including Word, Excel and PowerPoint