What are the responsibilities and job description for the Financial Services Representative (Training Provided) position at Primerica?
Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company supports more than 151,000 licensed independent representatives through a team of over 2,800 corporate employees. Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI.” Primerica focuses on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. The company also offers entrepreneurial-minded individuals the opportunity to build their own financial services business, with more information available at www.primericabusinessopportunity.com.
Role Description This is a remote Financial Services Representative role with training provided. The representative will educate clients about fundamental financial concepts and assist them in assessing their financial needs and goals. Daily tasks include meeting with clients virtually, presenting suitable financial solutions, and supporting the implementation of products such as insurance and investment services. The role also involves maintaining ongoing client relationships, following up on inquiries, and staying informed about Primerica’s product offerings and compliance standards. Individuals may have the opportunity to build and grow their own client base and develop a long-term financial services practice under Primerica’s platform.
Qualifications
Role Description This is a remote Financial Services Representative role with training provided. The representative will educate clients about fundamental financial concepts and assist them in assessing their financial needs and goals. Daily tasks include meeting with clients virtually, presenting suitable financial solutions, and supporting the implementation of products such as insurance and investment services. The role also involves maintaining ongoing client relationships, following up on inquiries, and staying informed about Primerica’s product offerings and compliance standards. Individuals may have the opportunity to build and grow their own client base and develop a long-term financial services practice under Primerica’s platform.
Qualifications
- Candidates should possess foundational knowledge or strong interest in Finance and Financial Services.
- Candidates should possess skills related to Investments, including basic understanding of mutual funds and other investment products.
- Candidates should possess strong Customer Service abilities, focusing on client education, empathy, and relationship building.
- Candidates should possess an interest or background in Insurance, especially life insurance and protection solutions.
- Strong communication and presentation skills, both written and verbal.
- Ability to work independently in a remote environment and manage time effectively.
- Willingness to complete required licensing and certification, with training and support provided.
- Ethical mindset, commitment to regulatory compliance, and dedication to serving middle-income families.