Sales Support Associate
Cetera InvestorsBeaverton, Oregon, United States
Posted August 27, 2019
Full Time
About the Company
Foresters Financial is a leading life insurance and individual savings provider operating in the U.S., Canada, and UK. The company offers turnkey life insurance solutions without traditional medical exams and uses advanced mobile tools to deliver tailored plans. By focusing on member well-being and financial security, Foresters is redefining the industry and has been rated 'A' (Excellent) by A.M. Best for 23 consecutive years.
Job Description
Cetera Investors and Cetera Financial Group are seeking a Sales Support Associate to assist Registered Financial Services Sales Representatives. The role involves administrative support, product presentations, clerical assistance, and maintaining a organized client file. A focus on FINRA licensing for future expansion is key. This is a fast-paced, fun environment.
Requirements
- Act as a liaison between the representative and their clients.
- Assist with financial product presentations to clients.
- Maintain representative’s file organization.
- Run product illustrations and provide clerical support.
- Meet deadlines.
Benefits
- Comprehensive Health program
- Retirement plan
- Competitive Health program
- Professional development
- Financial wellness programs