What are the responsibilities and job description for the Financial Services Representative position at Primerica?
Company Description
Primerica is a leading financial services company headquartered in Duluth, GA, with a strong presence across the U.S., Canada, Puerto Rico, and Guam. For nearly five decades, Primerica has empowered middle-income families by providing financial education and offering life insurance, mutual funds, annuities, and mortgage solutions. With over 151,000 licensed independent representatives, the company is dedicated to helping clients achieve financial security. Primerica also provides entrepreneurial individuals with the opportunity to build their own financial services business. The company is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." We are known for training, education, and treating people right 100% of the time.
Role Description
We are seeking a part-time Financial Services Representative to join our team. In this role, you will assist clients in identifying and achieving their financial goals by offering tailored solutions such as investments, insurance, and other financial products. Your responsibilities will include providing financial education, client consultations, creating customized plans, and delivering excellent customer service. This position requires engaging with clients to build long-term relationships and support their financial well-being.
Qualifications
- Legally able to work in U.S.
- Clean Background
- Must be 18 yrs of age or older
- ability to learn financial concepts that truly benefit the client
- if working from home, must have computer, internet & phone
- Integrity, credibility and trustworthiness
- we train anyone from any background as long as they're willing