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.
Responsibilities
Consulting on financial strategies
Offering products such as insurance and investments
Delivering high-quality customer service to meet client needs
Qualification
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
Primerica is a financial services company that offers financial education, products, and services to their clients.
Funding
Current Stage
Public CompanyTotal Funding
unknown2010-04-01IPO
Recent News
2026-01-07
2025-11-20
Company data provided by crunchbase