Financial Services Representative | Primerica | $100k – $120k | Remote (USA)

Financial Services Representative | Primerica | $100k – $120k | Remote (USA)

100,000 - 120,000 / year
Remote US
Application ends: October 9, 2024
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Job Description

Job description

As a Financial Services Representative in the Primerica business, your role is to assist clients in achieving their financial goals through personalized financial solutions and services. This includes educating clients on budgeting, debt management, savings, investments, and insurance. 

Responsibilities: 

  • Meet with clients to understand their financial needs and goals.
  • Provide financial education and guidance.
  • Develop customized financial plans.
  • Assist clients in selecting suitable financial products.
  • Present and explain product features and benefits.
  • Facilitate account openings, insurance applications, and investment transactions.
  • Maintain regular contact with clients to review their progress.
  • Stay updated on industry trends and regulations.
  • Attend training sessions to enhance skills.
  • Meet sales targets by prospecting new clients and generating referrals.

Requirements: 

  • Strong communication skills
  • Able to pass a background check
  • Eligible to work in the US
  • Ethical conduct and integrity
  • Sales or customer services experience is beneficial

Benefits: 

  • Flexible schedule and the ability to work remotely from anywhere in the United States.
  • Comprehensive training program and ongoing support to help you succeed.
  • Opportunities for career advancement and professional development.