Independent Sales Representative
Company Description
Primerica Financial Services is a leading financial services company dedicated to helping middle-income families across North America secure a more financially stable future. With a strong presence throughout the U.S. and Canada, Primerica specializes in providing comprehensive financial education and access to essential financial products. Our mission is to empower families with the knowledge and resources they need to manage their finances effectively. We offer a range of services including term life insurance and mutual funds, tailored to meet the specific needs of hardworking households.
Role Description
This is a full-time remote role for an Independent Sales Representative at Primerica Financial Services. The Sales Representative will be responsible for prospecting and acquiring new clients, providing financial education, and offering products that meet the financial needs of families. The role encompasses understanding clients' financial situations, educating them on available options, and developing personalized financial strategies. Daily tasks include conducting virtual meetings, maintaining client relationships, and staying updated with industry trends and products.
Qualifications
Primerica Financial Services is a leading financial services company dedicated to helping middle-income families across North America secure a more financially stable future. With a strong presence throughout the U.S. and Canada, Primerica specializes in providing comprehensive financial education and access to essential financial products. Our mission is to empower families with the knowledge and resources they need to manage their finances effectively. We offer a range of services including term life insurance and mutual funds, tailored to meet the specific needs of hardworking households.
Role Description
This is a full-time remote role for an Independent Sales Representative at Primerica Financial Services. The Sales Representative will be responsible for prospecting and acquiring new clients, providing financial education, and offering products that meet the financial needs of families. The role encompasses understanding clients' financial situations, educating them on available options, and developing personalized financial strategies. Daily tasks include conducting virtual meetings, maintaining client relationships, and staying updated with industry trends and products.
Qualifications
- Experience in sales, client acquisition, and relationship management
- Knowledge of financial products such as term life insurance and mutual funds
- Strong communication and presentation skills
- Ability to educate and advise clients on financial matters
- Motivated and goal-oriented with the ability to work independently
- Proficiency with digital tools and virtual meeting platforms
- Relevant certifications or licenses in financial services are a plus
- Bachelor's degree in Finance, Business, or a related field