2 Remote Financial Services Representative Jobs in Carlsbad, CA
Primerica is Hiring a Remote Remote Financial Services Representative
Day to Day Responsibilities:
- Perform detailed insurance sales needs analysis via phone or Zoom with clients, including educating the client about the differences between term and whole life insurance, identifying matching plans and services, and assisting through the application process
- Close sales, completing applications accurately
- Work with internal support, trainers, and customer service representatives
- Performs other related duties as needed
- Incredible growth opportunities- 2/3 of our Leadership team has been promoted from within
- Top-notch training to keep you educated, informed, and up-to-date with industry trends
- Regular one-on-one coaching & mentoring from Brokers to improve your craft and reach your goals
- Clarity and collaboration- we want your feedback to keep improving as a company
- Passionate Salesperson: You shine in a competitive environment and love being #1. You love some friendly competition and are excited to build your commissions
- Entrepreneurial Spirit: You have a passion for learning & strive to be better every day. You want to continue your professional growth and love sharing your knowledge with others!
- Enthusiasm Spreader: You want to motivate your customers and your teammates. You have a contagious positive attitude; you love making people’s day!
- Must be at least 18 years of age
- Must pass a background check
- Must reside in the U.S
- Prior sales or customer experience
- Call center environment experience
- Life License (Qualified candidates may be eligible for company-sponsored classes and licensing fees)
- Able to work a flexible schedule, including evenings and weekends
In the US (except in NY), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In NY, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY.
Powered by JazzHR
wFksbkQ9QR
Job Summary
Part Time
Insurance
$63k-87k (estimate)
06/12/2024
06/28/2024
OXFORD, PA
15,000 - 50,000
2020
$200M - $500M
Insurance
Related Companies
The job skills required for Remote Financial Services Representative include Customer Service, Leadership, Insurance Sales, Call Center, Coaching, etc. Having related job skills and expertise will give you an advantage when applying to be a Remote Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Remote Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Remote Financial Services Representative positions, which can be used as a reference in future career path planning. As a Remote Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Remote Financial Services Representative. You can explore the career advancement for a Remote Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
Similar Jobs
Popular Articles
