First Investors Corporation Overview

Being a First Investors financial services representative is fulfilling and rewarding, but it is also a challenging vocation. That's why we consider proper training and education so essential to our representatives' success. At First Investors, your training comes in several stages.

The First Step

Immediately after you are appointed, you will begin studying to pass required industry examinations. The exams you will need to take are largely determined by the state in which you intend to work, but the exams will test you on your general knowledge of investment and insurance products, as well as industry laws and regulations.

Training, First Investors' Style

It takes more than just industry certification to become a First Investors financial services representative. Our way of doing business is unique, and you must understand our philosophy and products in order to provide our clients with the service that they deserve. Through our national training facility, the University of First Investors (UFI), we have developed our Representative Development Program, which includes proprietary training materials that help you understand these topics.

Hands-On

After you complete these initial stages of training, you will have the tools you need to go into the field. But since meeting with clients can be daunting, you will work with a member of the management team who will accompany you and give you advice on how to interact with clients and build your business. At any time, you can also call on the manager of your sales office and colleagues for advice and guidance.

Keeping Things Current

The financial services industry is constantly evolving, and our clients expect our financial services representatives to stay current on new developments. First Investors holds seminars and creates materials on an as-needed basis to help all our representatives grow and keep their skills up-to-date.

Advanced Training

As you progress in your career, you will eventually qualify for advanced sales training. This training is offered through UFI. UFI, located in our Edison, New Jersey, headquarters, is a dedicated facility that provides advanced training for our qualified, experienced representatives. Here you will attend a series of classes that will further improve your skills. Qualified representatives who choose to pursue the management path at First Investors will also be trained at UFI.

First Investors representatives are given the opportunity to fulfill their true earnings potential. It all depends on their commitment and hard work. Our representatives also enjoy a more flexible worklife than many other professionals. But we don't just want you to succeed, we want you to excel. To that end, we offer a variety of incentives to motivate and reward you.

In addition to a generous compensation structure, top performers are eligible to earn a variety of cash bonuses based on their performance. There are monthly prizes as well as sizeable annual awards for top performers in the Company.

Of course, money isn't everything.

Convention

Perhaps our most anticipated reward each year is attendance at our annual Convention. The Convention, held every summer at a fabulous tropical resort — past Conventions have taken our top representatives to such locations as San Juan, Puerto Rico; Cancun, Mexico; and Fort Lauderdale, Florida — gives our most accomplished representatives the opportunity to attend seminars and conferences that keep them at the top of their game. Of course, Convention attendees also get plenty of chances for fun in the sun. They mingle, relax, and golf. The Company also plans exciting organized activities such as deep sea fishing trips, basketball and tennis tournaments, and snorkeling excursions.

Our Company is dedicated to personalized, devoted client service, and we feel the only people capable of leading our representatives are those who have shown that they understand what this means. That's why all our sales managers start out as representatives. As they advance in their careers, qualified representatives will be offered the opportunity to train for a management position, and when the time comes, open a new office or take over an existing operation.

Our Mission

First Investors seeks to enhance the lives of our clients by helping them reach their financial goals.

We are committed to providing our clients with a high level of personal service, along with quality investment and insurance products and services.

Our Values

We strive to put clients' interests first — Serving clients' needs is the cornerstone of our business. We know that by serving our clients well, our own success will follow.

We will not compromise our integrity — The women and men of First Investors maintain the highest ethical standards in everything we do.

We have a passion for excellence — We are motivated to perform to the best of our abilities, while constantly striving for improvement.

We treat everyone with respect — In all of our interactions with clients and colleagues, we strive to be kind, caring, and courteous.

We have a strong work ethic — All members of the First Investors family are committed to working hard, and together, to deliver a high level of service to our clients and each other.