Job Summary : As a Financial Services Representative at Primerica, you will work with clients to help them understand and improve their financial health.
You will provide guidance on various financial products and services, focusing on long-term financial planning and wealth-building strategies.
Key Responsibilities : Client Education : Educate clients on financial concepts, including budgeting, debt management, retirement planning, and insurance options.
Financial Analysis : Conduct needs assessments to understand clients' financial situations and goals. Product Recommendations : Present and explain financial products, including life insurance, investment options, and debt management solutions.
Relationship Building : Build and maintain strong relationships with clients to foster trust and loyalty. Compliance : Ensure all client interactions and transactions comply with regulatory standards and company policies.
Training and Development : Participate in ongoing training to stay updated on financial products, market trends, and regulatory changes.
Qualifications : Education : High school diploma required; a degree in finance, business, or a related field is a plus. Skills : Strong interpersonal and communication skills, sales ability, and a customer-focused mindset.
Licensing : Obtain necessary licenses (such as life insurance and securities licenses) as required by state regulations.
Experience : Previous experience in sales or financial services is beneficial but not mandatory. 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, enjoy working with people, and have a passion for helping others achieve their financial goals. Powered by JazzHR
Entry Level Financial Services
We are currently looking for service-minded individuals with good communication skills to fill several sales & customer service representative positions in your area. The company provides its clients with value and unbeatable customer service with complete transparency and integrity. We are a compan...
Customer Service Representative - Claims
Customer Service Representative. Customer Service Representative. Claims Department in the Customer Service Centre!. Being a knowledge leader on our policies, products, services, and initiatives. ...
Financial Services Representative - Full Time
As a Financial Services Representative:. Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge. Post-secondary education with previous work experience in a customer service sales environment and/or, previous work experience in ...
Financial Service Representative
Momentum Financial Services Group is a top financial services provider in North America. Have a minimum of one year of financial services and sales experience. We offer access to cash and related financial products to help customers achieve their financial goals. Have a passion for customer service....
Sales Representative (Individual Insurance and Financial Services)
Attend meetings and training sessions organized by the Company and provide constructive feedback on products, services and marketing materials. Build on existing investment and individual insurance product knowledge at Beneva and at an industry level and develop and maintain an expert knowledge of B...
Financial Services Representative-Temporary (Fixed Term)/Secondment (Open)
You’ll work in a fast paced Contact Centre where you’ll proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns wi...
Financial Service Representative (FT + Monthly Incentive)
Financial Service Representative. Canada’s leading non-prime lenders, we pride ourselves on helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $75,000, when everyone else says no. Able to pass background checks (criminal, employment, and c...
Financial Service Representative ( FT+ Monthly Incentives)
Financial Service Representative. Canada’s leading non-prime lenders, we pride ourselves on helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $75,000, when everyone else says no. Extended healthcare coverage, including Mental Health and o...
insurance sales representative
Experience: 1 year to less than 2 years.Ensure appropriate forms, medical examinations and other policy requirements are completed.Monitor insurance claims and respond to clients' enquiries.Provide information concerning group and individual insurance packages, the range of risk coverage, benefits p...
Financial Service Representative (FT + Monthly Incentive)
Financial Service Representative. Canada’s leading non-prime lenders, we pride ourselves on helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $75,000, when everyone else says no. Extended healthcare coverage, including Mental Health and o...