Licensed Salesperson/Non Licensed

Primerica; Town of Texas (WI); Remote; USD 10,000 - 60,000; Full time

Job summary

Primerica is seeking Licensed and Non-Licensed Salespersons for a remote role focused on providing financial education and services. Responsibilities include client consultations, assessing financial needs, and recommending financial products. Ideal candidates possess strong sales and communication skills, with a passion for helping clients achieve financial security.

Qualifications

• Understanding of financial products and services.
• Ability to conduct client consultations and assess financial needs.
• Entrepreneurial mindset with a focus on helping clients achieve financial security.

Responsibilities

• Conduct client consultations and identify financial needs.
• Recommend suitable financial products and assist with applications.
• Licensed Salespersons sell financial products, Non-Licensed Salespersons support licensed representatives.

Skills

Sales skills

Customer service skills

Communication skills

Job description

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Primerica is a leading provider of financial products and services in North America, supported by over 2,800 corporate employees and more than 151,000 licensed independent representatives. Founded 48 years ago, Primerica is publicly traded on the NYSE under the symbol "PRI". With a focus on serving middle-income families, Primerica offers a range of products including term life insurance, mutual funds, annuities, and mortgages. Headquartered in Duluth, GA, we operate throughout the U.S., Canada, Puerto Rico, and Guam, striving to help families secure their financial future and offering entrepreneurial opportunities for individuals to build their own financial services businesses.

Role Description

This is a contract remote role for a Licensed Salesperson/Non-Licensed Salesperson at Primerica. The role involves providing financial education and offering financial products and services to clients. Daily tasks include conducting client consultations, identifying financial needs, recommending suitable financial products, and assisting with the application process. Licensed Salesperson duties may include selling financial products like term life insurance, mutual funds, annuities, and mortgages, whereas Non-Licensed Salespersons assist and support licensed representatives.

Qualifications

• Understanding of financial products and services
• Ability to conduct client consultations and assess financial needs
• Sales and customer service skills
• Excellent verbal and written communication skills
• Ability to work independently and remotely
• Licensing requirements vary by role; licensing support and training provided by Primerica
• Entrepreneurial mindset with a focus on helping clients achieve financial security
• Experience in financial services or sales is a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Sales and Business Development

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