55 Financial service representative Jobs in Irvine, CA
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Primerica is Hiring a Financial service representative Near Irvine, CA
Company Description
Primerica is a leading financial services company in North America, publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI".
With more than 46 years of experience, Primerica is dedicated to serving the needs of middle-income families by providing financial education and offering a range of products and services, including term life insurance, mutual funds, annuities, mortgages, and senior health.
Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business.
Role Description
This is a remote contract role for a Financial Services Representative. As a Financial Services Representative, you will be responsible for providing financial services and products to clients.
Your day-to-day tasks will include assisting clients with their financial needs, offering guidance and advice on investments, providing customer service, and selling insurance products.
This is a remote position, allowing you to work from home and provide support to clients digitally.
Qualifications
- Williness to learn and be coachable
- Excellent customer service skills
- Must be motivated and driven
- Experience is not necessary
- Must be 18 years or older
- Must be able to pass a background check
Beneficial skills and qualifications :
- Understanding of zoom meeting principals
- Have your own laptop or tablet
- Strong communication skills
- Experience working with middle-income families
Last updated : 2024-05-17
Job Summary
Full Time
Insurance
$54k-75k (estimate)
05/19/2024
05/19/2024
OXFORD, PA
15,000 - 50,000
2020
$200M - $500M
Insurance
Related Companies
The job skills required for Financial service representative include Customer Service, Products and Services, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Service Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.
02/04/2022: Santa Cruz, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
01/02/2022: Boise, ID
Provide efficient sales and services to customers and monitor sales for all referral objectives.
03/22/2022: Duluth, MN
A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
01/12/2022: Chillicothe, OH
To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.
03/20/2022: Springfield, OR
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Service Representative jobs
Be very, very careful when selecting a financial services representative.
02/12/2022: Cheyenne, WY
Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
01/22/2022: Lorain, OH
Step 3: View the best colleges and universities for Financial Service Representative.
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