Note: The job is a remote job and is open to candidates in USA. Primerica is a provider of financial products and services, including insurance, investments, and mortgages, serving middle-income families through independent representatives. The Sales Specialist engages clients, explains financial solutions, manages sales activities, conducts virtual consultations, follows up on leads, and supports onboarding and client service. The role may also provide basic training and guidance to team members or new representatives.
Responsibilities
- Engage prospective and existing clients, explain financial products and services, and recommend solutions aligned with clients’ needs and goals
- Managing a sales pipeline
- Conducting virtual consultations
- Following up on leads
- Supporting clients through the onboarding process
- Close collaboration with internal teams and independent representatives
- Providing product information
- Ensuring a positive client experience
- Assist with basic training and guidance for team members or new representatives on effective sales practices and customer service standards
Skills
- Candidates should possess strong Communication and Customer Service skills to engage clients, build trust, and respond to inquiries clearly and professionally
- Candidates should possess core Sales skills, including prospecting, needs-based selling
- High ethical standards and commitment to regulatory compliance; appropriate licensing or willingness to obtain required licenses as needed
- Must be 18 years and older
- Must be legal to work in the United States
- Willing to be trained and be a team player
Benefits
- Full-time remote role
Company Overview