What are the responsibilities and job description for the Financial Services Representative position at Primerica?
Company Description
Primerica is a leading financial services company dedicated to providing innovative solutions that help families achieve financial independence. With a strong focus on education and personalized strategies, Primerica assists clients with a wide array of financial products and services, including life insurance, investment opportunities, and retirement planning. With years of industry expertise, Primerica empowers its representatives to make a meaningful impact in their communities by helping clients secure their financial futures.
Role Description
This is a part-time or full-time, work from home role for a Financial Services Representative based in the United States. In this role, the Financial Services Representative will assist clients in identifying their financial goals and develop customized strategies to meet those goals. Responsibilities include building and maintaining client relationships, analyzing financial needs, presenting suitable financial products, and providing education on financial planning. The Representative will also stay up to date on market trends, products, and compliance requirements while delivering exceptional customer service.
Requirements:
▪️Must pass a background check
▪️Must be 1
8 ▪️Complete a pre licensing cou
rse▪️Obtain a state license after appro
val
✨ What we provi
de: ▪️Paid training - we teach you everything you
need!▪️No experience required - start your new career wi
th us!▪️Flexible schedule - work when it fits yo
ur life▪️Daily direct deposits - get pa
id fast
✨ These roles are in FINANCIAL SERVICES - a rapidly growing industry with incredible earning pot
ntial!
📱 Text “INFO” to (580) 647-2690 Include your first and last name, and state of residence or comment “INFO