What are the responsibilities and job description for the Job Title position at Primerica?
Company Description
Primerica is a leading provider of financial products and services in North America, supporting a network of over 151,000 licensed independent representatives. Established 48 years ago and publicly traded on the NYSE under the symbol "PRI," Primerica is dedicated to serving the needs of middle-income families. The company offers a variety of financial solutions, including term life insurance, mutual funds, annuities, and mortgages. Headquartered in Duluth, GA, Primerica operates across the U.S., Canada, Puerto Rico, and Guam, with a mission to make financial security accessible to everyone. Additionally, Primerica provides individuals with the opportunity to build their own financial services business.
Role Description
This is an onsite, full-time role as a [Job Title] at Primerica in Washington, DC. In this role, you will manage day-to-day responsibilities, including engaging with clients, providing financial education, identifying suitable financial products, and assisting clients in their financial decision-making journeys. Additionally, you will collaborate with the team to develop tailored financial plans and actively contribute to achieving service excellence and client satisfaction.
Qualifications
- Strong communication, interpersonal skills, and client relationship management skills
- Knowledge in financial services, including term life insurance, mutual funds, annuities, and mortgages
- Organizational, analytical, and problem-solving skills
- Ability to manage projects and meet deadlines
- A proactive mindset with a focus on client success and business growth
- Experience with financial consulting or related roles is a plus
- Relevant certifications or licenses in financial services are preferred
- Bachelor’s degree in Finance, Business Administration, or related fields, or equivalent experience