What are the responsibilities and job description for the Entry Level Financial Agent position at Primerica?
Job Title: Financial Agent
Department: Customer Service, Sales, and Marketing
Employment Type: Contract (Remote)
About Us:
At [Company Name], we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we’re looking for driven individuals to help us make a lasting impact.
Job Overview:
We are seeking a motivated and results-driven Financial Agent to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting sales calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the department.
Key Responsibilities:
- Lead Generation & Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community.
- Sales Calls & Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
- Client Relationship Management: Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
- Marketing & Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
- Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
- Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products.
Required Qualifications & Skills:
- Excellent communication and time management skills.
- Strong customer service and relationship management skills, with a focus on building long-term client partnerships.
- Self-motivated and target-driven, with the ability to work independently in a remote environment.
- Eagerness to learn new skills and adapt to evolving industry trends.
Preferred Qualifications:
- Valid Life Insurance and Investment licenses.
- Previous experience in the financial services industry is a plus.
- Proven experience in sales, networking, or marketing.
- Excellent negotiation skills, with the ability to explain complex financial concepts simply.
Why Join Us?
- Flexible Remote Work: Enjoy the convenience of working from anywhere.
- Growth Opportunities: As part of a growing team, you’ll have the chance to learn and advance in your career.
- Supportive Environment: We believe in the power of teamwork and continuous development.
- Impactful Work: Help families achieve financial security and independence.
