What are the responsibilities and job description for the Financial Services Representative position at Primerica?
Company Description
Primerica is a leading financial services company in North America with over 2,000 corporate employees supporting more than 135,000 licensed independent representatives. Operating for more than 46 years, Primerica is publicly traded on the NYSE under the symbol "PRI". Primerica focuses on serving middle-income families by offering products such as term life insurance, mutual funds, annuities, mortgages, and senior health. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, Puerto Rico, and Guam, and provides opportunities for entrepreneurial-minded individuals to build their own financial services businesses.
Role Description
This is a hybrid role for a Financial Services Representative located in Modesto, CA, with some work-from-home flexibility. The Financial Services Representative will be responsible for providing financial education and offering financial products and services to clients. Day-to-day tasks include conducting client meetings, assessing client financial needs, providing tailored financial solutions, handling investments, and offering customer service support.
Qualifications
- Willingness to learn and adapt
- Customer Service skills
- Strong communication and interpersonal skills
- Ability to work independently and in a hybrid work environment
- Relevant certifications and licenses in the financial services industry are beneficial
- Must be 18 years or older
- Can pass a background check
