Note: The job is a remote job and is open to candidates in USA. Primerica Financial Services is seeking a Financial Services Representative to help individuals and families understand financial concepts and strategies supporting their long-term goals. The role involves educating clients, assessing financial needs, building relationships, developing a professional network, and recruiting and mentoring individuals in financial services.
Responsibilities
- Educate clients on financial products and concepts, including life insurance and financial strategies
- Build and maintain professional relationships with clients and prospective clients
- Conduct financial needs assessments and help clients identify appropriate solutions
- Develop and grow a professional network through referrals, networking, and community outreach
- Recruit, train, and mentor individuals interested in building a career in financial services
- Participate in ongoing professional development and industry training
- Provide personalized guidance while maintaining a professional, client-focused approach
- Build and manage a business through both part-time and full-time opportunities
Benefits
- Participate in ongoing professional development and industry training
- Build and manage a business through both part-time and full-time opportunities
Company Overview