Hudson Valley Financial Services Representative


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 tobe 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 Representativeat a time!#LI-JR1
Foresters Financial and Foresters are trade names and trademarks of TheIndependent 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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