Remote Financial Solutions Specialist

Primerica; United States; À distance; USD 40 000 - 70 000; Plein temps

Résumé du poste

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 relationships with clients.

Ideal candidates are self-motivated, results-driven, and capable of working independently in a remote setting, with strong communication and time-management skills and a eagerness to learn and adapt to evolving financial

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.

Responsabilités

• 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 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.

Connaissances

Communication

Time management

Self-motivation

Remote work

Learning agility

Description du poste

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 relationships with clients.

Ideal candidates are self-motivated, results-driven, and capable of working independently in a remote setting, with strong communication and time-management skills and a eagerness to learn and adapt to evolving financial