Financial Services Representative
As a Financial Services Representative in the Primerica business, you assist clients in achieving their financial goals through personalized financial solutions and services. This includes educating clients on budgeting, debt management, savings, investments, and insurance.
Responsibilities:
- Meet with clients to understand their financial needs and goals.
- Provide financial education and guidance.
- Develop customized financial plans.
- Assist clients in selecting suitable financial products.
- Present and explain product features and benefits.
- Facilitate account openings, insurance applications, and investment transactions.
- Maintain regular contact with clients to review their progress.
- Stay updated on industry trends and regulations.
- Attend training sessions to enhance skills.
- Meet sales targets by prospecting new clients and generating referrals.
Requirements:
- Strong communication skills
- Able to pass a background check
- Eligible to work in the US
- Ethical conduct and integrity
- Sales or customer service experience is beneficial
Benefits:
- Flexible schedule and the ability to work remotely from anywhere in the United States.
- Comprehensive training program and ongoing support to help you succeed.
- Opportunities for career advancement and professional development.