Financial Representative Entry Level or Experienced

Primerica Eddy Fernandez
US - California - Fremont
June 15, 2024
Financial

*This is a fully remote position*

Are you ready to embark on a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you ll play a crucial role in providing exceptional service to our clients. Here s what you can expect:

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.

If you re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let s shape the future together!

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.

Our Commitment to You:

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.

Qualifications:

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.

Apply Now:

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!

Ready to shape your future with us? Apply now and let s make a difference together!
• Checkout my website for more information:

Associated topics: agent, call center, customer, client, insurance sales agent, life insurance agent, retail, sales agent, sales associate, sell

Read the full job description and apply online on the recuiter's web-site

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