Life Insurance Sales Associate

Primerica; Fresno (CA); Hybrid; USD 40,000 - 60,000; Part time

Job summary

Primerica in Fresno, CA is seeking a Life Insurance Sales Associate for a part-time or full-time, hybrid role with some remote work flexibility. You will educate clients on life insurance options, assess needs, and recommend suitable term life solutions aligned with Primerica’s focus on middle-income families.

Daily duties include meeting with prospective clients, explaining policy features, completing applications, and guiding underwriting and enrollment.

Qualifications

• Strong client service and communication skills.
• Sales and business development capabilities, including prospecting and follow-up.
• Organizational and administrative skills, including accurate recordkeeping and compliance.
• Basic ability to learn and adhere to industry regulations.
• Hybrid work environment in Fresno, CA with in-person and remote work.

Responsibilities

• Educate clients on life insurance options and assess needs.
• Explain policy features and benefits clearly.
• Complete applications and guide underwriting and enrollment.
• Follow up on leads and collaborate with other representatives.

Skills

Active listening

Sales skills

Relationship building

Time management

Integrity and confidentiality

Education

Life insurance license (or willingness to obtain)

Job description

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company’s 2,800+ corporate employees support more than 151,000 licensed independent representatives who deliver financial education and offer tailored solutions to clients. For nearly five decades, Primerica has focused on serving the needs of middle-income families with offerings that include term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica combines stability with an entrepreneurial culture. The organization also provides motivated individuals with opportunities to build their own financial services business, supported by comprehensive training and resources.

Role Description This part-time or full-time Life Insurance Sales Associate role is a hybrid position based in Fresno, CA, with some work-from-home flexibility (You can work remotely from any state) The Life Insurance Sales Associate will educate clients on life insurance options, assess their needs, and recommend appropriate term life insurance solutions aligned with Primerica’s focus on middle-income families. Daily responsibilities include meeting with prospective clients virtually and in person, explaining policy features and benefits in clear terms, completing applications, and guiding clients through underwriting and enrollment processes. The role involves following up on leads, and collaborating with other representatives to support broader financial solutions when appropriate. Associates are expected to adhere to regulatory and company compliance standards while delivering a professional, client-centered experience. Associates will not be privded with a market. We will grow your business starting with your market, and for some, using social media.

Qualifications

• Strong client service and communication skills, including active listening, clear verbal communication, and the ability to explain complex financial concepts in accessible language. All you need to be is coachable.
• Sales and business development capabilities, such as prospecting, relationship building, and goal-oriented follow-up with leads and existing clients.
• Organizational and administrative skills, including accurate recordkeeping, time management, and attention to detail in documentation and compliance.
• Basic ability to learn and adhere to industry regulations and product guidelines.
• Ability to work effectively in a hybrid environment in Fresno, CA, including both in-person client meetings and remote work using digital tools.
• High level of integrity, professionalism, and respect for confidentiality in handling client information.
• State life insurance license (or willingness to obtain one with company guidance and training).
• Prior experience in sales, customer service, or financial services may be beneficial but not required; ongoing training and development are provided.