Remote Financial Services Representative - Rancho Cucamonga, CA

Primerica is seeking a part-time Remote Financial Services Representative to support clients with financial inquiries and transactions. Based in Rancho Cucamonga, California, this remote role offers the opportunity to provide helpful customer service while building experience in the financial services field.

Key Responsibilities

• Assist clients with account questions, transaction requests, and issue resolution by phone, email, or chat.
• Explain financial products and services to help clients understand their options and improve their experience.
• Document client interactions and transactions accurately in the CRM system.
• Work with the financial services team to provide consistent support and promote client satisfaction.
• Identify complex issues and escalate them to senior representatives or management when appropriate.
• Participate in training to stay informed about relevant financial regulations, services, and tools.
• Contribute to team goals by participating in meetings and sharing effective practices.

Required and Preferred Qualifications

• Strong communication and interpersonal skills.
• Customer service experience is preferred but not required.
• Ability to work independently and manage time effectively.
• No formal education is required; a high school diploma or equivalent is preferred.
• Comfort using computers and software; CRM experience is a plus.
• Previous experience in financial services or a related field is advantageous.

Work Environment and Growth

Join a supportive team that values learning and professional development. This part-time remote opportunity may help you build experience and pursue career growth in the financial sector. The role is associated with Rancho Cucamonga, California.

Job Details

• Employer: Primerica
• Job type: Part-time
• Location: Rancho Cucamonga, California, United States
• Work arrangement: Remote eligible