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Primerica · 7 hours ago

Job Title

Primerica is a leading provider of financial products and services in North America, supporting a network of over 151,000 licensed independent representatives. 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.

ConsultingFinancial ServicesInsuranceLife Insurance
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Growth Opportunities
Hiring Manager
Robin Perry
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Responsibilities

Manage day-to-day responsibilities
Engaging with clients
Providing financial education
Identifying suitable financial products
Assisting clients in their financial decision-making journeys
Collaborate with the team to develop tailored financial plans
Actively contribute to achieving service excellence and client satisfaction

Qualification

Financial services knowledgeClient relationship managementAnalytical skillsRelevant certificationsOrganizational skillsProblem-solving skillsProject managementBachelor’s degreeProactive mindsetCommunication skillsInterpersonal skills

Required

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
Bachelor's degree in Finance, Business Administration, or related fields, or equivalent experience

Preferred

Experience with financial consulting or related roles is a plus
Relevant certifications or licenses in financial services are preferred

Company

Primerica

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Primerica is a financial services company that offers financial education, products, and services to their clients.

Funding

Current Stage
Public Company
Total Funding
unknown
2010-04-01IPO

Leadership Team

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Glenn J. Williams
Chief Executive Officer
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Tracy Tan
Executive Vice President / Chief Financial Officer
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Company data provided by crunchbase