Financial Specialist 22
Primerica
San Antonio, TX
Job Overview:
We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the company.
Key Responsibilities:
Lead Generation and Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community
Sales, Calls, and Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
Client Relationship Management: Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
Marketing and Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products.
Required Qualifications: Excellent communication and time management skills, with a focus on building long-term client partnerships. Self motivated and target driven, with the ability to work independently in a remote environment, eagerness to learn new skills and adapt to evolving industry trends,
Preferred Qualifications: Valid Life Insurance and Investment License. Previous experience in the financial industry is a plus. Proven experience in sales, networking, or marketing. Excellent negotiations skills, with the ability to explain complex financial concepts simply.
WHY JOIN US?
Flexible Remote Work: Enjoy the convenience of working from anywhere.
Growth Opportunities: As part of a growing team you will have the chance to learn and advance in your career.
Supportive Environment: We believe in the power of teamwork and continuous development.
Impactful Work: Help Families achieve financial security and independence.
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About the Company
Primerica
What kind of a company is Primerica?
Primerica (NYSE: PRI) is the largest independent financial services marketing organization in North America, serving middle-income households in the U.S., Canada and the territories of Puerto Rico and Guam. Our International Headquarters is located in Duluth, GA. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. As of 2018, Primerica reported over 130,000 life insurance licensed independent representatives, including over 25,000 additionally-licensed securities representatives.
What Does Primerica Do?
Primerica's core operations focus on the distribution of term life insurance, which is underwritten by the Company (Primerica Life Insurance Company); mutual funds and annuities through PFS Investments, a Securities and Exchange Commission-registered broker-dealer investment adviser affiliate; as well as other financial products, which are distributed primarily on behalf of third parties. Our product and service offerings are generally intended for middle-income consumers with household incomes of between $30,000 and $100,000 (both USD) per year.
In addition, Primerica provides an entrepreneurial full- or part-time business opportunity for individuals seeking to earn income by distributing the Company's financial products.