Representative

About the role

Primerica Financial Services is a financial services organization focused on helping middle-income families build stronger financial futures. The Representative provides financial education and helps clients understand budgeting, protection, long-term planning, and available financial products.

Responsibilities

• Meet virtually with prospective and existing clients and conduct needs-based assessments.
• Present suitable term life insurance and investment solutions and support clients in developing personalized financial strategies.
• Maintain accurate records and follow compliance and licensing requirements.
• Collaborate with the broader team to provide consistent, high-quality service.
• Continue learning about Primerica's offerings and industry standards.

Requirements

• Client service and communication skills, including active listening, clear explanations of financial concepts, and relationship-building.
• Sales and consultative skills focused on...

Datos clave

• This is a full-time role.
• The Representative provides financial education to clients.
• Responsibilities include virtual meetings with prospective and existing clients.
• The role requires following compliance and licensing requirements.