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Primerica · 4 hours ago

Agent

Saylorsburg, PA

Full-time

Onsite

New Grad, Entry Level

Primerica is a prominent financial services company in North America, focusing on helping middle-income families achieve financial security. The Agent will provide financial education to clients and recommend suitable financial solutions, including life insurance and retirement planning products.

ConsultingFinancial ServicesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Provide financial education to clients and recommend suitable financial solutions, including life insurance, investment options, and retirement planning products

Meet with clients to assess their financial goals

Analyze clients' current financial situations

Tailor strategies to clients' unique needs

Manage client accounts effectively

Stay updated on industry regulations

Maintain strong client relationships to support their long-term financial success

Qualification

Financial products knowledgeClient relationship managementSales skillsAnalytical skillsCommunication skillsCustomer service skillsEntrepreneurial mindsetCompliance with regulationsFinancial licensesPrior experience in financeWillingness to obtain certificationsProblem-solving skillsPresentation skillsInterpersonal skillsSelf-motivated

Required

Knowledge and familiarity with financial products such as term life insurance, annuities, mortgages, and mutual funds

Skills in client relationship management, sales, and customer service

Strong verbal and written communication skills, as well as presentation and interpersonal abilities

Analytical and problem-solving skills, with the ability to develop tailored financial strategies for clients

Self-motivated, entrepreneurial mindset, and capability to work independently

Ability to comply with industry regulations and maintain appropriate financial licenses

Willingness to obtain proper certifications and licenses as required for the role

Preferred

Prior experience in sales, finance, or a related field is a plus

Company

Primerica

Glassdoor3.9

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

Founded in 1977

Duluth, Georgia, USA

1001-5000 employees

https://www.primerica.com

Funding

Current Stage

Public Company

Total Funding

unknown

2010-04-01IPO

Leadership Team

Glenn J. Williams

Chief Executive Officer

Tracy Tan

Chief Financial Officer

Recent News

PR Newswire

Guardian, Nationwide and Prudential Lead Corporate Insight's 14th Annual Life Insurance Digital Experience Awards

2026-01-16

EIN Presswire

Influential Women Spotlights Ann F. Konasiewicz: Regional Leader at Primerica

2026-01-07

MarketScreener

Primerica announces $475 million share repurchase program for 2026

2025-11-20

Company data provided by crunchbase