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About the Role

Primerica helps families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this role, you will generate leads, conduct calls, and promote financial services, building and maintaining client relationships while meeting sales targets.

Responsibilities

Proactively generate leads through various channels, network with potential clients, and establish relationships within the community.
Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
Educate clients on the benefits of financial planning, life insurance, and investment products.

Requirements

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.
Valid Life Insurance and Investment License.
Previous experience in the financial industry is a plus.
Proven experience in sales, networking, or marketing.
Excellent negotiation skills, with the ability to explain complex financial concepts simply.

Skills

Lead Generation
Networking
Sales
Client Relationship Management
Marketing
Promotions
Financial Advice
Communication
Time Management
Negotiation

Location

Remote

Work Type

Remote
Contract

Benefits

Flexible Remote Work
Growth Opportunities
Supportive Environment

About the Company

Primerica helps families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle.
Our mission is to provide financial solutions that build a secure future for our clients.