What are the responsibilities and job description for the Entry Level Financial Representative position at Primerica?
- This is a fully remote position***
- Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether it’s explaining policy options or addressing their concerns, your expertise will make a difference
- Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements. Your ability to build trust and rapport will be key
- Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!
- Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role
- Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals
Responsibilities:
As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:
- Needs Analysis and Client Education:
- Conduct detailed insurance sales needs analysis via phone or Zoom with clients
- Educate clients about the differences between term and whole life insurance
- Identify matching insurance plans and services that align with clients’ unique situations
- Assist clients through the application process
- Sales and Application Completion:
- Close sales by accurately completing applications
- Utilize your sales skills to connect with clients and address their insurance needs
- Collaboration and Support:
- Work closely with internal support teams, trainers, and customer service representatives
- Foster a collaborative environment to ensure seamless client experiences
- Other Duties:
- Perform any related duties as needed to contribute to the team’s success
- Growth Opportunities:
- Join a company where 2/3 of our Leadership team has been promoted from within
- Unlock incredible growth potential as you excel in your role
- Continuous Training:
- Access top-notch training programs to stay informed and up-to-date with industry trends
- Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills
- Clarity and Collaboration:
- We value your feedback and actively seek ways to improve as a company
- Be part of a transparent and collaborative work environment
To thrive in this role, you should possess the following core skills and abilities:
- Must be at least 18 years of age
- Successfully pass a background check
- Reside in the U.S
If you identify with the following traits, we encourage you to apply:
- Passionate Salesperson:
- Thrive in a competitive environment
- Love being #1 and enjoy friendly competition
- Excited about building commissions
- Entrepreneurial Spirit:
- Passionate about learning and personal growth
- Strive to improve day by day
- Willing to share knowledge with others
- Enthusiasm Spreader:
- Motivate both customers and teammates
- Contagiously positive attitude
- Love making people’s day!
- Checkout my website for more information:
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