What are the responsibilities and job description for the Insurance Agent position at Primerica?
Company Description Primerica is a leading North American provider of financial products and services, headquartered in Duluth, GA. The company’s 2,800 corporate employees support more than 151,000 licensed independent representatives who deliver financial education and solutions to clients. Publicly traded on the New York Stock Exchange under the symbol “PRI,” Primerica has a 49-year history of focusing on the needs of middle-income families. Its offerings include term life insurance, mutual funds, annuities, managed investments, and mortgages, along with opportunities for entrepreneurial individuals to build their own financial services business.
Role Description This full-time, on-site Insurance Agent role is based in Aubrey, TX. The Insurance Agent will meet with clients to understand their financial protection needs, explain insurance options, and recommend suitable term life and other insurance products. Day-to-day responsibilities include prospecting and networking to build a client base, preparing insurance proposals, processing applications, and maintaining ongoing client relationships. The role also involves collaborating with the team to stay current on product offerings, compliance requirements, and industry best practices, while providing clear, professional customer service throughout the policy lifecycle.
Qualifications
Role Description This full-time, on-site Insurance Agent role is based in Aubrey, TX. The Insurance Agent will meet with clients to understand their financial protection needs, explain insurance options, and recommend suitable term life and other insurance products. Day-to-day responsibilities include prospecting and networking to build a client base, preparing insurance proposals, processing applications, and maintaining ongoing client relationships. The role also involves collaborating with the team to stay current on product offerings, compliance requirements, and industry best practices, while providing clear, professional customer service throughout the policy lifecycle.
Qualifications
- Candidates should possess skills in Insurance Sales and Insurance to effectively present and match products to client needs.
- Candidates should possess skills in Insurance Brokerage and Finance to navigate multiple products and support informed financial decisions.
- Candidates should possess strong Customer Service skills to build trust, handle inquiries, and support clients over the long term.
- Relevant state insurance license (or willingness and ability to obtain one within a defined timeframe).
- Strong communication, interpersonal, and presentation skills, with the ability to explain financial concepts in clear, accessible language.
- Goal-oriented mindset with proven ability to meet sales targets and manage time effectively.
- Comfort with basic digital tools (CRM systems, email, online applications) and adherence to regulatory and compliance standards.
- High school diploma or equivalent required; college coursework or degree in business, finance, or a related field is beneficial.