What are the responsibilities and job description for the Independent Agent position at Primerica?
Company Description
Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees supporting over 151,000 licensed independent representatives. Primerica was founded 48 years ago and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". The company's focus is on serving the financial needs of middle-income families with products such as term life insurance, mutual funds, annuities, and mortgages. Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, Puerto Rico, and Guam.
Role Description
This is a part-time or full-time hybrid role for an Independent Agent with some work-from-home flexibility. The Independent Agent will be responsible for providing financial education and offering financial products and services to clients. This includes generating leads, meeting with clients, assessing their financial needs, and developing personalized financial plans. The Independent Agent will also be responsible for maintaining client relationships, staying updated on financial products and industry trends, and achieving sales targets.
Qualifications
- Willingness to learn financial products such as term life insurance, mutual funds, annuities, and mortgages
- Excellent communication and interpersonal skills for effective client interactions
- Strong organizational and time management skills
- Sales and marketing skills to generate leads and achieve sales targets
- Ability to work independently and handle multiple tasks
- Desire to build and grow a financial services business
- Previous experience in the financial services industry is a plus
- Licenses in financial products (or willingness to obtain them)
