Job Description:

Responsibilities:

1. Client Relationship Management:

   • Build and maintain strong relationships with clients to understand their financial needs and goals.
   • Provide personalized financial advice and solutions based on client assessments.

2. Product Knowledge:

   • Stay informed about Primerica's financial products, including life insurance, investments, and debt management solutions.
   • Educate clients on the benefits and features of these products.

3. Sales and Marketing:

   • Actively seek out new clients through networking, referrals, and community outreach.
   • Conduct presentations and workshops to promote financial literacy and Primerica's services.

4. Financial Analysis:

   • Perform needs analysis to determine the most suitable financial products for clients.
   • Assist clients in setting financial goals and developing plans to achieve them.

5. Compliance and Reporting:

   • Ensure all sales activities comply with regulatory standards and company policies.
   • Maintain accurate records of client interactions and transactions.

6. Team Collaboration:

   • Work closely with team members to share best practices and support each other in achieving sales targets.
   • Participate in training sessions and workshops to enhance sales skills and product knowledge.

Qualifications:

• High school diploma or equivalent
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Prior sales experience is a plus but not mandatory.
• Must obtain relevant licenses (e.g., life insurance, securities) as required by state regulations.

Skills:

• Excellent customer service and negotiation skills.
• Strong analytical and problem-solving abilities.
• Proficient in using CRM software and Microsoft Office Suite.

What We Offer:

• Comprehensive training programs.
• Flexible working hours.
• Opportunities for advancement and leadership roles.
• A supportive team environment.
• Residual Income Opportunities - Multiple income streams

* This role is 100% Commission-based

This role is ideal for individuals who are motivated by sales and have a passion for helping others achieve financial security.

Powered by JazzHR

XAfFEZFUmH