Financial Services Trainer

Foresters Financial is a diversified financial services company that is expanding its distribution and footprint across the US. With headquarters on Wall Street, and assets under management of approximately US$11.0 billion, Foresters Financial includes a broker-dealer, asset management firm, investment advisory firm, transfer agent and a life insurance company.
Foresters Financial is growing its brand presence across the US, expanding distribution of our investment products in select wholesale channels and increasing our footprint of retail locations.
Since its founding in 1930, Foresters Financial has earned a reputation for its commitment to the long-term interests of its clients, representatives and employees. In 2011, Foresters Financial joined the Foresters group of companies. Foresters is an international financial services provider with more than three million clients and members in the United States, Canada and the United Kingdom. From their start over 140 years ago, Foresters has helped families improve their financial well-being and make a make a difference in their communities. Almost a century-and-a-half later, this commitment still sets the Foresters group of companies apart.
By implementing and conducting FFS branch office training programs, ensures the maximum effectiveness of representatives in our Rockland branch office. Works with representatives of all experience levels to monitor effectiveness of sales training delivered.
Deliver effective sales training (developed by subject matter experts and vendors). Training includes, but is not limited to, products, tools, resources, industry training and practice management.
In conjunction with the Assistant Manager-New Representative Development and the Branch Manager, responsible for improving early-career representative retention.
Through training opportunities, support representatives at all levels in the branch to improve performance year-over-year.
Monitor and report on the effectiveness/impact of training programs by measuring representative activity and production.
Conduct ongoing needs analysis/assessments.
Tracks training attendance.
Bachelor's degree or equivalent work experience
FINRA Series 6 or 7; 63; 65 or 66; and appropriate state life & health licenses
5 years minimum experience in the financial services industry required
Familiar with standard sales concepts, practices and procedures
Strong public speaking, presentation and facilitation skills required
Training and leadership experience preferred
Learn Branch Office procedures and best practices quickly upon assuming the role
Travel less than 25%
Foresters Financial is an Equal Opportunity Employer.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.