Sales Support Associate
foresters
About this role
A Client Support Associate at Cetera Financial Group provides administrative and client service support to a financial advisor, assisting with product presentations, maintaining client files, and facilitating communication. The role involves learning about diverse financial products and compliance, with the opportunity to obtain relevant licensing to expand client support activities.
Skills
Qualifications
About foresters
foresters.comForesters Financial is a fraternal benefit society and member-owned financial services company that provides life insurance, retirement and investment products, and financial planning support for individuals and families. Beyond core protection and savings solutions, it offers member benefits, community and volunteer programs, and digital tools for customers and agents (MyForesters, ezbiz). Operating in the United States, Canada and the UK, Foresters emphasizes member-focused service and community involvement as part of its fraternal roots.
About foresters
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$36k – $50k
per year