What are the responsibilities and job description for the Life Legacy Planner position at Primerica?
Company Description
Primerica is a leading financial services company with a focus on serving the needs of middle-income families by providing term life insurance, mutual funds, annuities, mortgages, and senior health products. The company has been operating for over 46 years and is publicly traded on the NYSE under the symbol "PRI". Primerica offers entrepreneurial opportunities for individuals to build their financial services business and operates throughout the U.S., Canada, Puerto Rico, and Guam.
Role Description
This is a full-time remote role for a Life Legacy Planner at Primerica. The Life Legacy Planner will be responsible for providing financial education, offering financial products and services, and assisting clients in preparing for their future financial security needs.
Qualifications
- Insurance and General Insurance skills
- Sales and Marketing skills
- Excellent interpersonal and communication skills
- Strong attention to detail and organizational skills
- Previous experience in financial services is a plus
- Bachelor's degree in Finance, Business, or related field