What are the responsibilities and job description for the Financial Services Representative position at Primerica?
Company Description
Primerica is a leading provider of financial products and services across North America, with its headquarters in Duluth, GA. Founded 49 years ago and publicly traded on the New York Stock Exchange under the symbol "PRI," Primerica supports over 151,000 licensed independent representatives through its 2,800 corporate employees. The company focuses on meeting the financial needs of middle-income families, offering products such as term life insurance, mutual funds, annuities, managed investments, and mortgages. Primerica also provides entrepreneurial opportunities for individuals to establish their own financial services businesses.
Role Description
As a Financial Services Representative at Primerica, you will work full-time in a hybrid capacity, with the role based in New York, NY and some flexibility for remote work. In this role, you will educate clients on financial planning strategies, recommend suitable financial products, and assist with investment and insurance-related decisions. Daily tasks include fostering client relationships, conducting consultations, preparing financial assessments, and staying updated on financial market trends.
Qualifications
- Familiarity with Finance, Investments, and Financial Services
- Experience in Insurance and customer-focused product offerings
- Strong Customer Service and interpersonal communication skills
- Proficiency in working with diverse client bases to meet their financial needs
- Desire to grow within the financial services field and pursue professional development opportunities
- Licensed or willingness to obtain licensure in relevant areas such as life insurance or securities
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field is preferred
- Ability to work collaboratively in a hybrid work setting