Remote Financial Advisor & Growth Specialist

Primerica; United States; Remote; USD 45,000 - 80,000; Part time

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 the marketing team to drive campaigns. The ideal candidate is self-motivated, excellent at communication, and comfortable working

Qualifications

• Excellent communication and time management skills.
• 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.

Responsibilities

• Lead Generation and Networking: Proactively generate leads through various channels and establish relationships within the community.
• Sales, Calls, and Consultations: Conduct sales calls to present financial solutions, answer client questions, and close sales.
• Client Relationship Management: 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.

Skills

Communication skills

Time management

Self-motivated

Target driven

Remote/w orking independently

Job description

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 the marketing team to drive campaigns. The ideal candidate is self-motivated, excellent at communication, and comfortable working