What are the responsibilities and job description for the Financial Services Representative position at Primerica?
Job Summary
We are expanding our financial services agency and looking for motivated individuals to join our team. This role focuses on helping families with life insurance, retirement planning, and financial education, while also offering an opportunity to grow into leadership and build a business. Team members have flexible schedules, access to training, and the ability to work in office or hybrid. No prior experience in financial services is required training and licensing support are provided.
Duties & Responsibilities
• Educate clients on financial concepts such as life insurance, retirement accounts, and investments
• Assist families in developing customized protection and savings plans
• Prospect new clients and team members through networking, social media, and referrals
• Complete state licensing requirements (with company guidance and support)
• Opportunity to mentor and train new team members as the business grows
Skills & Qualifications
• Self-motivated with the ability to work independently and in a team setting
• Entrepreneurial mindset with a desire for growth and leadership
• Willingness to learn financial concepts and complete licensing requirements
• Professionalism, reliability, and integrity when working with clients
• Sales, customer service, or leadership experience is a plus (but not required)
Job Types: Full-time, Part-time
Benefits:
• Flexible schedule
• On-the-job training
• Professional development assistance
• Work from home
Work Location: Hybrid remote in Tampa, FL 33618