Remote Financial Services Representative - Rancho Cucamonga, CA

Join Primerica as a Remote Financial Services Representative and make a positive impact by assisting clients with their financial needs. Based in Rancho Cucamonga, California, this part-time role offers flexibility and the opportunity to grow your career in financial services. Key Responsibilities Provide exceptional customer service by assisting clients with account inquiries, transactions, and problem resolution via phone, email, or chat. Educate customers about financial products and services to improve their financial literacy and experience. Maintain accurate and up-to-date client records using CRM software. Collaborate with team members to ensure high-quality service and client satisfaction. Identify complex issues and escalate them to senior staff or management when necessary. Participate in ongoing training to stay informed about financial regulations, products, and tools. Engage actively in team meetings and share best practices to contribute to team success. Required and Preferred Qualifications Excellent communication and interpersonal skills. Customer service experience preferred but not mandatory. Self-motivated with strong time management skills. High school diploma or equivalent preferred; no formal education required. Comfortable using computers and CRM systems; prior experience is a plus. Experience in financial services or related fields is advantageous. At Primerica, we value your growth and provide a supportive environment to help you advance your career in the financial sector. Join us and enjoy a rewarding part-time role that fits your lifestyle.