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

Financial Sales Representative

Primerica is a prominent provider of financial products and services across North America, focusing on supporting middle-income families. They are seeking a Financial Sales Representative to engage with clients, develop and maintain relationships, and provide tailored financial services and education.

ConsultingFinancial ServicesInsuranceLife Insurance
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Growth Opportunities
Hiring Manager
Roland Provence
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Responsibilities

Developing and maintaining client relationships
Guiding clients through financial products
Offering solutions to meet financial goals
Delivering exceptional customer service
Understanding client needs
Conducting sales presentations
Staying informed on market trends and financial products

Qualification

FinanceFinancial ServicesSales KnowledgeBachelor’s DegreeCustomer ServiceRelationship ManagementCommunication SkillsTeam CollaborationGoal-Oriented

Required

Proficiency in Finance and Financial Services
Strong Communication skills, both verbal and written
Customer Service and relationship management skills
Sales knowledge and ability to identify and fulfill client needs
Ability to work collaboratively as part of a team and independently
Highly motivated and goal-oriented personality

Preferred

A Bachelor's degree in Finance, Business, or a related field is preferred
Previous experience in financial sales or a related field is an asset

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