Primerica · 18 hours ago

Entry Level Remote Agent

Dearborn Heights, MI

Contract

Remote

New Grad, Entry Level

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ConsultingFinancial Services

Growth Opportunities

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Responsibilities

Serve as a primary point of contact for clients, addressing questions and assisting with applications

Provide basic information on our financial products and services, and assist clients in understanding their options

Schedule and coordinate client meetings, and follow up on client inquiries and requests

Learn how to use social media & emails to market our products & services effectively

Create content that's within compliance using our software

Ensure accuracy and completeness of reaching our target market effectively

Gain a basic understanding of the company's financial products and services, including retirement funds, debt elimination, investments, legal services, home alarm systems, will service and insurances

Assist in identifying client needs and provide recommendations for suitable financial products and services

Support the team in explaining product features, benefits, and terms to clients

Maintain accurate and up-to-date client records through our software's CRM

Prepare and process necessary documentation related to the product or service used

Ensure compliance with company policies and regulatory requirements in all documentation and interactions

Follow company procedures and regulatory guidelines to ensure compliance in all client interactions and transactions

Assist in identifying and addressing potential compliance issues or discrepancies

Participate in training on regulatory updates and compliance standards

Participate in training and professional development programs to enhance skill sets and knowledge of financial products, services, and industry regulations

Stay informed about our financial services and marketing developments to better assist clients and the team

Seek feedback from senior members to improve performance and understanding of your role

Collaborate with other team members to ensure seamless client service and support

Assist in various tasks as needed to help the overall team

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Products KnowledgeCompliance KnowledgeDocumentation SkillsSocial Media MarketingCRM Software