Office Position

Responsibilities:

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