Primerica · 1 day ago
Financial Services Representative
United States
Full-time
Remote
New Grad, Entry LevelPrimerica is a leading provider of financial products and services in North America, and they are seeking a Financial Services Representative. This role involves providing clients with comprehensive financial solutions and maintaining strong client relationships to help them achieve their financial goals.
ConsultingFinancial ServicesInsuranceLife Insurance
Hiring Manager
Victoyia Payne
Responsibilities
Analyzing clients’ financial situations
Offering tailored financial recommendations
Maintaining strong client relationships
Delivering excellent customer service
Collaborating with a team of licensed professionals to expand Primerica's mission of financial education and empowerment
Qualification
Required
Strong knowledge and skills in Finance, Financial Services, and Investments
Experience with Insurance products and understanding of insurance policies
Background in Customer Service with a focus on client relationship management
Excellent communication, problem-solving, and interpersonal skills
Ability to work independently in a remote environment
Passion for financial education and helping clients achieve financial goals
Preferred
Licensure in financial services or related fields is preferred but not required
Company
Primerica
Primerica is a financial services company that offers financial education, products, and services to their clients.
Founded in 1977
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2010-04-01IPO
Leadership Team
Glenn J. Williams
Chief Executive Officer
Tracy Tan
Chief Financial Officer
Recent News
2026-01-07
2025-11-20
Company data provided by crunchbase