Product Support Associate

Foresters Equity Services, Inc. Edison, NJ
Position Summary

The role is responsible for inbound phone calls from third-party financial representatives, answering queries on First Investors Funds. The incumbent will effectively present sales ideas about those funds to financial representatives in order to drive sales. The incumbent will also run illustrations and put together marketing kits to mail out to representatives.


* Assist internal and external wholesalers schedule meetings with financial advisors

* Promote First Investors products and solutions to financial representatives who call our toll-free number; provide effective product and sales support to cultivate relationships and drive sales

* Support external and hybrid wholesalers by providing timely information, creating hypothetical illustrations, putting together marketing kits, and helping to support the day-to-day wholesaling activities of these individuals

* Consistently maintain top levels of activity

* Document each call and correspondence and identify trends in field feedback

* Participate in continuous training

* Keep abreast of changes in the market and incorporate that knowledge into conversations with representatives and managers. Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations

Educational Requirements

* College degree in Finance, Business or Economics preferred or equivalent work experience

Experience and Background Requirements

* Series 6, 63 within 3 months of accepting the role

* Team player and self–starter, highly motivated, and results driven

* Ability to effectively function in a fast-paced team environment

* Demonstrates a high level of independence and creativity, and looks for opportunities to initiate and follow through on new projects and opportunities

* Strong organizational and follow-up abilities

* Exceptional written and oral communication skills, effective listening skills

* Ability to thrive in fast-paced challenging environment

* Proficient in Microsoft Word, PowerPoint and Excel

Foresters Financial is an Equal Opportunity Employer.