How money Works @ Primerica | Jobright.ai
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Primerica ยท 4 hours ago

How money Works

positionUnited States
timePart-time
remoteRemote
seniorityEntry Level
ftfMaximize your interview chances
Financial Services
Hiring Manager
Heather Chavez
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Insider Connection @Primerica

Discover valuable connections within the company who might provide insights and potential referrals.
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Responsibilities

Providing clients with comprehensive financial planning, investments, strategies, and insurance products
Analyze clients financial situation
Evaluate their needs
Recommend and implement customized strategies that are aligned with their financial goals

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.

CoachableCustomer service skills

Required

Motivated and coachable
High school diploma
Excellent communication, interpersonal, and customer service skills with the ability to build and maintain strong relationships with clients
Ability to work independently and in a team environment
Attention to detail and high level of accuracy
Professionalism, confident, and adherence to ethical standards and regulations

Company

Primerica

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people-size2-10 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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