Remote Financial Solutions Specialist

Primerica; United States; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Flexible remote work

Growth opportunities

Supportive team

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 marketing to craft campaigns that drive interest in our services.

Qualifications

• Excellent communication and time management skills.
• Self-motivated and target driven with remote work ability.
• Licenses required: Life Insurance and Investment.

Responsibilities

• Lead generation and networking to establish client relationships.
• Conduct sales calls and consultations to present financial solutions.
• Build and nurture long-term client relationships with ongoing advice.
• Collaborate with marketing to develop campaigns promoting financial services.
• Meet and exceed monthly and quarterly sales targets.
• Educate clients on financial planning, life insurance, and investments.

Skills

Communication skills

Time management

Remote work motivation

Education

Life Insurance License

Investment License

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 marketing to craft campaigns that drive interest in our services.