Financial Services Representative jobs in United States
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Primerica · 20 hours ago

Financial Services Representative

Primerica is a leading financial services company in North America, focusing on serving the needs of middle-income families. They are seeking a Financial Services Representative to provide financial education and offer financial products and services to clients while maintaining and developing business relationships.

ConsultingFinancial ServicesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Providing financial education and offering financial products and services to their clients
Maintaining and developing business relationships with clients
Conducting financial reviews for clients

Qualification

FinanceInvestmentsFinancial Services experienceStateFederal LicensesCustomer ServiceAnalytical skillsCommunicationInterpersonal skillsAttention to detailWork independently

Required

Finance and Investments skills
Financial Services; Investment, Insurance & Mortgage industry experience
Customer Service skills
Excellent communication and interpersonal skills
Strong attention to detail and analytical skills
Ability to work independently
State and Federal Licenses such as Series 6, 63, 26 and 65, Life, Health & Mortgage Licenses paid for by the company

Benefits

State and Federal Licenses such as Series 6, 63, 26 and 65, Life, Health & Mortgage Licenses paid for by the company.

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