Financial Specialist 8

Primerica; United States; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Flexible remote work

Growth opportunities

Supportive team

Job summary

Primerica is seeking a motivated Financial Specialist to join our Customer Service, Sales, and Marketing team in a remote, contract role. You will generate leads, conduct calls, and promote life insurance and investment products while building lasting client relationships.

You will meet sales targets, educate clients on financial planning, and collaborate with marketing to craft campaigns that drive interest in our services.

Qualifications

• Excellent communication and time management skills.
• Self-motivated and target driven with remote work ability.
• Licenses required: Life Insurance and Investment.

Responsibilities

• Lead generation and networking to establish client relationships.
• Conduct sales calls and consultations to present financial solutions.
• Build and nurture long-term client relationships with ongoing advice.
• Collaborate with marketing to develop campaigns promoting financial services.
• Meet and exceed monthly and quarterly sales targets.
• Educate clients on financial planning, life insurance, and investments.

Skills

Communication skills

Time management

Remote work motivation

Education

Life Insurance License

Investment License

Job description

At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we’re looking for driven individuals to help us make a lasting impact.

Job Overview :

We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the company.

Key Responsibilities:

• Lead Generation and Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community
• Sales, Calls, and Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
• Client Relationship Managemen" t:Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
• Marketing and Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
• Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
• Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products.

Required Qualifications

• Excellent communication and time management skills, with a focus on building long‑term client partnerships. Self motivated and target driven, with the ability to work independently in a remote environment, eagerness to learn new skills and adapt to evolving industry trends,

Preferred Qualifications

• s: Valid Life Insurance and Investment License. Previous experience in the financial industry is a plus. Proven experience in sales, networking, or marketing. Excellent negotiations skills, with the ability to explain complex financial concepts simply.

WHY JOIN US?

• Flexible Remote Work: Enjoy the convenience of working from anywhere.
• Growth Opportunities: As part of a growing team you will have the chance to learn and advance in your career.
• Supportive Environment: We believe in the power of teamwork and continuous development.
• Impactful Work: Help Families achieve financial security and independence.