What are the responsibilities and job description for the Insurance Agent position at Primerica?
Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company is supported by over 2,800 corporate employees and more than 151,000 licensed independent representatives who deliver financial education and solutions to clients. For 49 years, Primerica has focused on meeting the needs of middle-income families through offerings such as term life insurance, mutual funds, annuities, managed investments, and mortgages. Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” providing stability and long-term growth potential. In addition to its products and services, Primerica offers entrepreneurial-minded individuals opportunities to build their own financial services business.
Role Description This is a full-time, on-site Insurance Agent role based in Cypress, TX. The Insurance Agent will meet with clients to assess their financial protection needs and recommend appropriate insurance solutions aligned with Primerica’s offerings. Day-to-day responsibilities include conducting consultations, explaining policy options, preparing quotes, and completing applications in accordance with regulatory and company guidelines. The role involves building and maintaining client relationships, responding to inquiries, providing ongoing policy service, and supporting clients through claims or policy changes. The Insurance Agent will also collaborate with team members, participate in training, and stay informed about industry trends and Primerica products.
Qualifications
Role Description This is a full-time, on-site Insurance Agent role based in Cypress, TX. The Insurance Agent will meet with clients to assess their financial protection needs and recommend appropriate insurance solutions aligned with Primerica’s offerings. Day-to-day responsibilities include conducting consultations, explaining policy options, preparing quotes, and completing applications in accordance with regulatory and company guidelines. The role involves building and maintaining client relationships, responding to inquiries, providing ongoing policy service, and supporting clients through claims or policy changes. The Insurance Agent will also collaborate with team members, participate in training, and stay informed about industry trends and Primerica products.
Qualifications
- Candidates should possess skills in Insurance Sales and Insurance to effectively advise clients and match coverage solutions to their needs.
- Candidates should possess experience in Insurance Brokerage and Finance to navigate multiple product options and support informed financial decision-making.
- Candidates should possess strong Customer Service skills to build trust, manage client relationships, and handle inquiries with professionalism and empathy.
- Relevant state insurance licensing or willingness to obtain required licenses within a specified timeframe.
- Strong communication, interpersonal, and negotiation skills, with the ability to explain complex information clearly.
- Proven ability to work with goals or sales targets, maintain organized records, and use basic office and CRM software.
- Prior experience in insurance, financial services, or a client-facing role is beneficial.
- High school diploma or equivalent required; additional education in business, finance, or related fields is a plus.