Financial Sales Representative

Primerica; New York (NY); Remote; USD 30,000 - 60,000; Part time

Job summary

Ein führendes Unternehmen im Finanzdienstleistungssektor sucht einen Finanzvertreter in Teilzeit für eine remote Position. In dieser Rolle bieten Sie Finanzbildung und Produkte an, führen virtuelle Meetings durch und helfen Kunden, ihre finanziellen Ziele zu erreichen. Sie werden Teil eines dynamischen Teams, das sich für die finanzielle Sicherheit von Familien einsetzt. Diese Position bietet die Möglichkeit, sich in der Finanzbranche zu entwickeln und gleichzeitig die Flexibilität eines Homeoffice zu genießen. Wenn Sie eine Leidenschaft für den Kundenservice haben und bereit sind, Neues zu lernen, könnte dies die perfekte Gelegenheit für Sie sein.

Qualifications

• Keine Erfahrung im Finanzbereich erforderlich.
• Fähigkeit, mit wenig Aufsicht effektiv zu arbeiten.

Responsibilities

• Angebot von Finanzbildung und Produkten an Kunden.
• Durchführung von finanziellen Bedarfsanalysen und Pflege professioneller Beziehungen.

Skills

Kommunikationsfähigkeiten

Analytische Fähigkeiten

Problem-Lösungsfähigkeiten

Verkaufserfahrung

Kundenservice-Erfahrung

Education

Keine spezifische Ausbildung erforderlich

Job description

4 days ago Be among the first 25 applicants

Direct message the job poster from Primerica

Specializing in Financial Service Distribution & Entrepreneurship ● Helping Entrepreneurs Create Wealth and Unlock New Opportunities ● Your Path to…

COMPANY DESCRIPTION:
Primerica is a leading financial services company that focuses on serving the needs of middle-income families. With over 46 years of experience, Primerica provides financial education, products, and services to clients through their more than 151,000 licensed independent representatives. Operating throughout the U.S., Canada, and the territories of Puerto Rico and Guam, Primerica strives to make financial security possible for everyone.

ROLE DESCRIPTION:
The Financial Representative role at Primerica is a part-time remote position involving offering financial education and products to clients. Responsibilities include meeting clients virtually, conducting financial needs analysis, building and maintaining professional relationships, and managing time and workflow effectively.

QUALIFICATIONS:
- No experience in the financial arena necessary
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work effectively with little supervision
- Professional demeanor and appearance
- Experience in sales or customer service is a plus
- Ability to obtain required licenses and registrations
- Able to pass multiple background checks (State & Federal)
- Willingness to learn and embrace the Primerica Business Opportunity

Note: We will cover all licensing costs for the State life Insurance license, Federal investment license (Securities license: FINRA SIE, Series 6 & 63). Additional licenses like the variable lines license, FINRA Series 26 & 65, and Mortgage Loan Originator (MLO) are also available.

Seniority level

• Entry level

Employment type

• Other

Job function

• Sales and Business Development

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