What are the responsibilities and job description for the Insurance Broker position at Primerica?
Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company’s 2,800 corporate employees support more than 151,000 licensed independent representatives who deliver financial education and tailored solutions to clients. Founded 49 years ago, Primerica is a stable, publicly traded company on the New York Stock Exchange under the symbol “PRI.” The organization focuses on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business, providing a platform for professional growth and development.
Role Description This full-time Insurance Broker role at Primerica is a hybrid position based in Fort Lauderdale, FL, with flexibility for some work-from-home arrangements. The Insurance Broker will help clients assess their insurance and financial needs, recommend suitable products, and support them in building long-term financial security. Day-to-day responsibilities include meeting with clients virtually and in person, explaining insurance and investment options in clear terms, preparing quotes and proposals, and processing applications and policy changes. The role involves maintaining accurate client records, following regulatory and company compliance standards, and collaborating with team members to stay informed about product updates and market trends. The Insurance Broker is expected to cultivate ongoing client relationships, provide regular reviews, and identify opportunities for additional protection and planning solutions.
Qualifications
- Candidates should possess strong skills in Insurance Brokerage and Insurance, with the ability to explain coverage options and policy structures clearly.
- Candidates should possess solid Finance and Retirement Planning skills to analyze client situations and recommend appropriate long-term strategies.
- Candidates should possess excellent Customer Service skills, including active listening, empathy, and timely follow-up with clients.
- Candidates should possess effective communication and interpersonal skills, with the ability to build trust and maintain professional relationships.
- Relevant licenses (or willingness to obtain) in life insurance and securities, as required by state and federal regulations.
- Attention to detail, strong organizational skills, and the ability to manage multiple client cases and deadlines.
- Comfort with hybrid work arrangements, basic proficiency in digital tools (CRM systems, videoconferencing, and office software), and adherence to compliance standards.
- Previous experience in insurance, financial services, or a related client-facing role is preferred but not mandatory; ongoing training and development are available.