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First Investors Corporation Video

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First Investors Corporation – Why Work For Us?

First Investors has been serving the financial needs of people from all walks of life since the Company was founded in 1930. Using a face-to-face approach to investments and life insurance, our team of registered representatives delivers a high level of customer service. We strive to help our clients achieve their long-term goals, such as purchasing a home, providing for a college education or enjoying a comfortable retirement.

If you like to help people, and wish to build your own business and benefit from a financially rewarding career, we invite you to consider First Investors. We are actively recruiting new representatives to join our sales offices across the country. As we continue to grow and expand into new markets, and as a greater number of people seek the services and personal approach we provide, First Investors will need more talented, motivated people than ever before.

First Investors offers a rare opportunity to reach your true earnings potential. As a First Investors Financial Services Representative, your earnings are determined solely by your performance. Our compensation structure also includes production-based quarterly and annual bonuses, as well as the opportunity to attend our annual conferences at well-known resorts. And if you are interested in becoming part of our management team, opportunities exist for qualified individuals who have shown their skill as representatives.

At First Investors we believe: “You're in business for yourself; but not by yourself.” We make every effort to ensure that you succeed, because when you do, so do we. As a new representative, you’ll receive extensive training, personal guidance and motivation. Your efforts will be supported by dedicated product, customer service and marketing teams in our home office locations in Edison, NJ and New York City.

After you are trained and have developed a successful business, you will have substantial freedom to set your own schedule. This flexibility allows you to strike a healthy balance between family and career responsibilities. At First Investors, as you enhance the lives of your clients by helping them reach their financial goals, you will build your own professional, financial and personal well-being.

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.


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.


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.

Enjoying what you do in your career is a rare thing in our world.

It's not that rare at First Investors. Working hard and being dedicated is important, but having fun is imperative! We are a company that understands the importance of our sales force. There is a reason why it is called a force and we are committed to keeping our sales force happy.

5 great reasons to say YES! to First Investors:

You set your own course: Once you complete our training program, during which you will be an employee, you will be appointed as an independent Financial Representative of First Investors. Since this is an independent contractor role, you will have the freedom to decide how hard you want to work, how much you want to make, and which clients you want to work with. We will help you create a simple plan that will get you where you want to go.

You will be treated as a professional: This career is significant. First Investors Financial Representatives make a HUGE difference in the lives of our clients. We at First Investors will treat you as a professional and help you gain all the confidence you need to succeed.

You will have the opportunity to get creative: We provide foundation and support to help you grow your client base. Access to our online learning system library is available 24/7, with various kinds of illustrations, including written and video format, so you can tailor your presentations to a style that works best for you.

You will appreciate the resources: The leaders who make up our management staff have personal knowledge of what it's like to be a Financial Representative. So we have a clear perspective on what resources are needed to help you be successful. Our management and support staff, and our state-of-the-art training system, provide a comprehensive and meaningful experience that prepares you for success. It's never been so easy to learn so much.

You will be rewarded: As an employee during the training period, your compensation includes both a salary and commissions. Our independent Financial Representatives have the opportunity to qualify for expense-paid trips to exotic destinations and earn other awards. So while you are learning the business, we provide a financial foundation for you to build on.

" ... people search their whole lives for a company that they are proud to work for, and I feel fortunate enough to have found that at such an early age. "

-Chinh Nguyen, Financial Representative

" If you are willing to grow as an individual, grow financially, then you will absolutely be blown away with the opportunity that exists here."

- Andrew Forbes, Financial Representative

" I love First Investors. It's a wonderful company. I love the family aspect of it, and how well they treat us as Representatives.

" -Deena Wilson, Financial Representative

" When I came in for the interview, I could feel the buzz of the offlce at that particular time, something magical was about ready to happen here."

-Trevor Parker, Branch Manager

" This is the only company that I met with that didn't put limitations on how quickly you could be successful in your career."

- Sara Rohne-Tanner, Financial Representative

" We specialize in training people who have had no prior experience."

- Cindy Bordeaux, Executive Vice President

"First Investors has the positive outlook and the support that I need to make sure that I am able to build the best business that I can."

-Kevin Fennell, Financial Representative

First Investors Corporation Photos

First Investors Corporation Reviews

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First Investors Corporation President & CEO Bill Lipkus
Bill Lipkus
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    Good company to work for.

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at First Investors Corporation


    Great support from senior management.


    Identifying new customers can be a challenge.

First Investors Corporation Interviews

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Interview Experience


Getting an Interview

Getting an Interview


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Interview Difficulty




    Financial Services Representative Interview

    Anonymous Employee in Cleveland, OH (US)
    Declined Offer
    Positive Experience
    Easy Interview
    Declined Offer
    Positive Experience
    Easy Interview


    I applied through college or university. The process took 6 daysinterviewed at First Investors Corporation (Cleveland, OH (US)) in April 2015.


    First part of the interview was in a room with three other people. Manager talked for about an hour about the company and our role, it's history and what to expect. Also he emphasized about how they were part of the community and very old fashioned and went door to door. Then took us in for a 5 minute interview. Was called in for a second interview and ask to bring a list with first 10 potential clients.

    Interview Questions

First Investors Corporation Awards and Accolades

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Top Entry Level Employers, CollegeGrad, 2009
Outstanding Internship Organization of the Year, University at Buffalo, 2011
Barron's/Lipper's Best Fund Families of 2011, Barron's, 2011
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Additional Info

Headquarters New York, NY
Size 1,000 to 5,000 Employees
Founded 1930
Type Company - Private
Industry Finance
Revenue £50 to £100 million (GBP) per year

Founded in 1930, First Investors provides investment and insurance services through its subsidiaries and affiliates. Its offerings include mutual funds, life insurance, annuities, college savings plans, and retirement planning. First Investors has approximately $10 billion in assets under management in some 500,000 client accounts. It operates about 50 offices in more than two-dozen states. Toronto-based fraternal benefit society Foresters acquired the company in 2011. First Investors has moved to 40 Wall Street, 10th Floor, New York, NY 10005.

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