FINANCIAL SERVICES REPRESENTATIVE

Company : Primerica Financial Services Position : Financial Services Representative Key Responsibilities : Client Consultation and Financial Education : Meet with clients to assess their financial needs and goals.

Provide clients with information on financial products, including life insurance, retirement planning, investments, and debt management.

Educate clients on financial concepts and help them understand how to create and implement strategies for achieving financial security.

Sales and Product Recommendations : Recommend financial products based on clients' individual needs, goals, and current financial situation.

Sell a variety of financial products such as term life insurance, annuities, mutual funds, mortgage, legal services and other investment vehicles.

Financial Planning : Assist clients in developing and managing comprehensive financial plans that include budgeting, saving for retirement, reducing debt, and investing for the future.

Analyze and review clients' financial situations to create personalized strategies. Building and Maintaining Client Relationships : Build strong, long-term relationships with clients by providing ongoing support and financial advice.

Regularly review and adjust clients’ financial plans as their life circumstances and goals change. Compliance and Documentation : Ensure compliance with all regulatory requirements and Primerica's internal policies.

Complete paperwork and maintain accurate records for all client transactions and financial plans. Qualifications and Skills : Education / Experience : A high school diploma or equivalent is generally required;

a college degree in finance, economics, or a related field is a plus. No prior financial experience is necessary, but candidates with sales, customer service, or financial background may have an advantage.

Skills : Strong communication and interpersonal skills to build relationships with clients. Sales skills, including the ability to understand client needs and recommend appropriate products.

Self-motivated, with the ability to work independently and manage time effectively. A strong interest in helping people achieve financial independence and security.

Training and Support : Primerica provides comprehensive training and ongoing support to new hires, including access to materials, mentorship, and coaching.

The company emphasizes personal development and offers a pathway for advancement within the organization. Work Environment : The role is typically flexible, allowing representatives to work from home or set their own hours.

It may involve a combination of remote work and in-person meetings with clients, depending on the representative’s preference and geographic location.

Career Growth : Primerica offers significant potential for career advancement. Financial Services Representatives who perform well may have the opportunity to move into higher roles, such as BRANCH MANAGER or BROKER.

This role is often ideal for individuals with a strong entrepreneurial mindset, as it combines sales, financial advising, and business-building elements. Powered by JazzHR