Financial Services Representative jobs in United States
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Primerica · 14 hours ago

Financial Services Representative

Primerica is a leading provider of financial products and services in North America, serving the needs of middle-income families. The Financial Services Representative role involves providing financial education, assisting clients with financial services, and helping families achieve their financial goals.

ConsultingFinancial ServicesInsuranceLife Insurance
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Growth Opportunities
Hiring Manager
Keith Ratamess
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Responsibilities

Consulting on financial strategies
Offering products such as insurance and investments
Delivering high-quality customer service to meet client needs

Qualification

Finance knowledgeInvestment understandingInsurance products knowledgeEntrepreneurial mindsetLicensing in financial servicesCustomer service skillsCommunication skillsTeamwork ability

Required

Knowledge of Finance and Financial Services
Understanding of Investments and Insurance products
Strong Customer Service and communication skills
Entrepreneurial mindset and a commitment to client success
Licensing in financial services or willingness to obtain necessary certifications
Ability to work both independently and as part of a team

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
Chief Financial Officer
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Company data provided by crunchbase