Primerica Financial Services · 1 month ago
Financial Services Representative
United States
Part-time
Remote
Mid LevelPrimerica Financial Services is a prominent organization dedicated to empowering middle-income families across North America to achieve financial security. This part-time remote position focuses on working directly with clients to help them achieve their financial goals through education and tailored solutions.
Financial Services
Responsibilities
Providing financial education
Conducting client needs assessments
Offering tailored insurance and investment solutions
Delivering exceptional service
Explaining financial concepts
Developing customized plans
Assisting families in building a secure foundation for their financial future
Qualification
Required
Experience in Finance and Financial Services with a strong understanding of financial concepts
Knowledge in Investments and Insurance to assess client needs and recommend tailored solutions
Strong Customer Service skills with the ability to build relationships and communicate financial concepts effectively
Licensed to provide financial and insurance services, or willingness to obtain licensing as required by regional guidelines
Self-motivated and goal-oriented, with excellent organizational and time management skills
Capacity to work remotely and manage responsibilities independently
Preferred
Prior experience in the financial industry, sales, or client consulting is a plus
Company
Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future.
Founded in 1977
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase