Remote Financial Services Advisor

Primerica; San Juan (PR); Remote; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Primerica is seeking a full-time remote Representative to help middle-income families make informed financial decisions. You will educate clients on Primerica’s products, conduct virtual meetings, and follow up on leads.

In this role you’ll maintain records in company systems, stay current on product offerings and compliance, and participate in ongoing training to deliver high-quality service. This position requires self-motivation, strong communication, and the ability to work independently in

Qualifikationen

• Strong communication and interpersonal skills, including the ability to explain financial concepts clearly and build trust with clients.

Aufgaben

• This role will engage with clients to understand their financial goals and educate them on Primerica’s products.

Jobbeschreibung

Primerica is seeking a full-time remote Representative to help middle-income families make informed financial decisions. You will educate clients on Primerica’s products, conduct virtual meetings, and follow up on leads.

In this role you’ll maintain records in company systems, stay current on product offerings and compliance, and participate in ongoing training to deliver high-quality service. This position requires self-motivation, strong communication, and the ability to work independently in