Ms. Trotter says that what appealed most to her about joining Foresters Financial were the company's values and its focus on giving back to communities. "The values that Foresters has of working to make a difference really resonated with me," says Trotter. "That difference should extend beyond an individual family's financial goals and into the communities where our clients live and are raising their families, which is exactly what Foresters Financial does."
"We are delighted that Mary Trotter has decided to join Foresters Financial as Branch Manager of our new Oklahoma City office and is inspired by our story and purpose—to do more for clients, their families and communities," says Larry Noyes, President, Foresters Financial Services, Inc. "We are confident Mary will successfully lead the Oklahoma office and establish Foresters Financial as a positive presence within the local Oklahoma City community."
Ms. Trotter says she will build a successful Oklahoma City office in a positive culture. "You do that," she says, "by hiring quality candidates and providing training and support so that they reach their career life goals. In addition to our strong platform of products, we will embrace a strong supportive team environment, while providing our representatives with a career path as well as the opportunity for advancement."
"If representatives experience success in a positive work environment," Trotter adds, "they will want to stay."
Foresters Financial plans to hire approximately 20 Representatives in the first year of launching the new Oklahoma City office, and then expand the number of Representatives within the first three years.
Oklahoma City was a natural selection for Foresters Financial to open the new office because of the region's rapidly growing community. In fact, in a 2014 report, CNN Money ranked Oklahoma City as one of America's "10 fastest growing cities" (Oklahoma City ranked 9th) due to a strong job market. The opening of the Oklahoma City office is part of a larger Foresters Financial corporate initiative to expand its retail footprint in North America, which currently includes a new office that was recently opened in Orlando, Florida (July 11, 2016).
About Foresters Financial Holding Company, Inc. (formerly First Investors)
Foresters Financial Holding Company, Inc. consists of a group of diversified financial services companies that include a registered broker-dealer, two investment advisers, a life insurance company and a transfer agent. Foresters Financial Services, Inc., a broker-dealer, helps everyday families reach their financial goals by offering solutions and guidance through its network of financial representatives working in 44 branch offices across the United States. Foresters Investment Management Company, Inc. is the investment adviser to the First Investors family of funds, which had more than $11 billion in total assets under management as of June 30, 2016. Foresters Life Insurance and Annuity Company, Inc., a New York domiciled insurance company, offers a range of insurance and annuity products and maintains an "A" (Excellent) rating by A.M. Best1. For more information visit foresters.com.
About Foresters Financial
Foresters Financial™ is an international financial services provider with more than three million clients and members in the United States, Canada and the United Kingdom, and total funds under management of $34 billion2. With a history of more than 140 years, we provide life insurance, savings, retirement and investment solutions that help families achieve their financial goals, protect their families and improve their communities.3 For more information, visit foresters.com.
Foresters Financial and Foresters are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.
1 An "A" (Excellent) rating is assigned to companies that have a strong ability to meet their ongoing obligations to policyholders and have, on balance, excellent balance sheet strength, operating performance and business profile when compared to the standards established by A.M. Best Company. A.M. Best assigns ratings from A++ to F, A++ and A+ being superior ratings and A and A- being excellent ratings. In assigning the Foresters Life Insurance and Annuity Company (FLIAC) rating on July 15, 2015, A.M. Best stated that the rating outlook is "stable", which means it is unlikely to change in the near future. See ambest.com for our latest rating.
2 in Canadian dollars as of December 31, 2015.
3 Products offered vary by country. Not all products are available for distribution in all jurisdictions. In the United States, products are offered by The Independent Order of Foresters and its subsidiaries, including Foresters Financial Services, Inc. a registered broker-dealer. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. or independent producers. Insurance products are issued by Foresters Life Insurance and Annuity Company, New York, or The Independent Order of Foresters. Investment advisory products and services are offered through Foresters Advisory Services, LLC, a registered investment adviser.
SOURCE Foresters Financial