What are the responsibilities and job description for the Financial Sales Representative position at Primerica?
COMPANY DESCRIPTION:
Primerica is a leading financial services company that
focuses on serving the needs of middle-income families
With over 46 years of experience, Primerica provides
financial education, products, and services to clients
through their more than 151,000 licensed independent
representatives. Operating throughout the U.S., Canada
and the territories of Puerto Rico and Guam, Primerica
strives to make financial security possible for everyone,
ROLE DESCRIPTION:
The Financial Representative role at Primerica is a
part-time remote position that involves offering financial
education and products to clients. The Financial
Representative will work with clients to determine their
financial needs and goals, and then recommend appropriate products and services. Day-to-day tasks may include meeting clients virtually, conducting financial needs analysis, building and maintaining professional relationships, and effectively managing time and workflow.
QUALIFICATIONS:
• No experience in the financial arena necessary
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Able to work effectively with little supervision
• Professional demeanor and appearance
• Experience in sales or customer service is a plus
• Ability to obtain required licenses and registrations
• Able to pass multiple background checks (State & Federal)
• Willingness to learn and embrace the Primerica
Business Opportunity
We willtake care of all licensing cost for the State life
Insurance license, Federal investment license (Securities
license. FINRA SIE, Series 6 & 63. Can also get the
variable lines license, FINRA Series 26 & 65 and
Mortgage Loan Originator MLO)
Primerica is a leading financial services company that
focuses on serving the needs of middle-income families
With over 46 years of experience, Primerica provides
financial education, products, and services to clients
through their more than 151,000 licensed independent
representatives. Operating throughout the U.S., Canada
and the territories of Puerto Rico and Guam, Primerica
strives to make financial security possible for everyone,
ROLE DESCRIPTION:
The Financial Representative role at Primerica is a
part-time remote position that involves offering financial
education and products to clients. The Financial
Representative will work with clients to determine their
financial needs and goals, and then recommend appropriate products and services. Day-to-day tasks may include meeting clients virtually, conducting financial needs analysis, building and maintaining professional relationships, and effectively managing time and workflow.
QUALIFICATIONS:
• No experience in the financial arena necessary
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Able to work effectively with little supervision
• Professional demeanor and appearance
• Experience in sales or customer service is a plus
• Ability to obtain required licenses and registrations
• Able to pass multiple background checks (State & Federal)
• Willingness to learn and embrace the Primerica
Business Opportunity
We willtake care of all licensing cost for the State life
Insurance license, Federal investment license (Securities
license. FINRA SIE, Series 6 & 63. Can also get the
variable lines license, FINRA Series 26 & 65 and
Mortgage Loan Originator MLO)
