Job summary
Job post source
This job is directly from Primerica
Job overview
The Financial Services Professional role at Primerica focuses on empowering clients to make informed financial choices and providing tailored financial solutions.
Responsibilities and impact
Daily tasks include assisting clients with financial planning, offering investment advice, and providing insurance services while building strong client relationships and analyzing financial situations.
Experience and skills
Candidates should possess excellent communication and interpersonal skills, be detail-oriented, coachable, and have strong organizational abilities, along with customer service experience.
Company information
Primerica aims to empower individuals through financial education and offers a range of financial products including life insurance and investment options.
Job location and travel
This is a part-time remote role.
Company overview
Primerica Inc. is a financial services company that provides a range of products including term life insurance, mutual funds, annuities, and other financial products. They primarily make money through the sale of these financial products and services, leveraging a multi-level marketing structure to expand their reach. Founded in 1977, Primerica has grown significantly, becoming a publicly traded company on the New York Stock Exchange in 2010. The company focuses on middle-income families, aiming to help them achieve financial independence through education and accessible financial solutions.
How to land this job
Tailor your resume to showcase your communication and interpersonal skills, as these are key for building client relationships in the Financial Services Professional role at Primerica.
Highlight any experience you have in financial planning, investment advice, and insurance services to align with the responsibilities outlined in the job description.
Apply through multiple platforms, including Primerica's corporate site and LinkedIn, to maximize your chances of being noticed for this part-time remote position.
Network with professionals in the financial services division at Primerica on LinkedIn; potential ice breakers could include asking about their experiences in the role or expressing your interest in their approach to client relationships.
Ensure your resume is optimized for ATS systems by incorporating relevant keywords such as 'financial planning', 'investment advice', and 'insurance services' to enhance visibility during the screening process.
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