Financial Services Representative

Primerica; California; Remote; USD 40,000 - 80,000; Full time

Job summary

An innovative company is seeking a dedicated Financial Services Representative for a full-time remote position. In this role, you will provide essential financial education and help families secure their financial futures. Your daily responsibilities will include managing investments, delivering outstanding customer service, and selling insurance products to meet client needs. This is a fantastic opportunity for someone passionate about finance and eager to make a positive impact on clients' lives. Join a team that values independence and offers the chance to thrive in a supportive environment.

Qualifications

• Strong customer service skills with a focus on client satisfaction.
• Ability to communicate effectively and build relationships.

Responsibilities

• Provide financial education and assist clients in achieving financial security.
• Manage investments and sell insurance products while delivering excellent customer service.

Skills

Customer Service expertise

Excellent communication skills

Interpersonal skills

Sales experience

Financial services knowledge

Job description

Role Description

This is a full-time remote role for a Financial Services Representative at Primerica. The role involves providing financial education, offering products and services to clients, and helping families achieve financial security. Daily tasks include managing investments, providing customer service, and selling insurance products.

Qualifications

• Customer Service expertise
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Experience in sales or financial services

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales