Financial Services Representative

Primerica; Oxford (MS); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Business Owner to join their team in Oxford, MS. This full-time, on-site role involves managing daily operations, providing financial education, and offering a range of financial products to clients. The ideal candidate will excel in leadership, possess a strong understanding of financial services, and have a knack for developing business strategies. This position also involves recruiting and mentoring new representatives, ensuring a collaborative and supportive environment. If you're passionate about helping families achieve financial security, this opportunity is perfect for you.

Qualifications

• Strong leadership and team management skills are essential.
• Candidates should have a solid understanding of financial products.

Responsibilities

• Manage day-to-day business operations and client satisfaction.
• Recruit and mentor new representatives while developing strategies.

Skills

Leadership skills

Financial products knowledge

Communication skills

Business strategy development

Sales experience

Client relationship management

Recruitment and mentoring

Education

Bachelor's degree in Business

Bachelor's degree in Finance

Job description

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Company Description

Primerica is a leading provider of financial products and services in North America, with a team of over 2,800 corporate employees and 151,000 licensed independent representatives. Serving middle-income families, Primerica offers products such as term life insurance, mutual funds, annuities, and mortgages. Headquartered in Duluth, GA, and operating throughout the U.S., Canada, and the territories of Puerto Rico and Guam, Primerica is committed to helping families achieve financial security. Primerica is publicly traded on the New York Stock Exchange under the symbol "PRI".

Role Description

This is a full-time, on-site role for a Business Owner located in Oxford, MS. The Business Owner will be responsible for managing day-to-day business operations, providing financial education to clients, and offering financial products and services. The role involves actively recruiting and mentoring new representatives, developing business strategies, and ensuring client satisfaction.

Qualifications

• Excellent leadership and team management skills
• Strong understanding of financial products and services, including term life insurance, mutual funds, annuities, and mortgages
• Effective communication and interpersonal skills
• Proven ability to develop and implement business strategies
• Experience in sales and client relationship management
• Ability to recruit, train, and mentor new representatives
• Bachelor's degree in Business, Finance, or a related field; relevant experience can be considered
• Licenses in life insurance and securities or willingness to obtain them

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales