Financial Services Representative

Financial Services Representative

Company: Primerica

Job Overview
A Financial Services Representative with Primerica helps individuals and families improve their financial security by providing financial education and offering products such as life insurance, investment services, and debt management solutions. Representatives work directly with clients to assess their financial needs and recommend appropriate financial strategies.

Key Responsibilities

Meet with clients to review their financial goals and current financial situation

Educate clients on financial concepts such as budgeting, debt reduction, and protection planning

Present and explain financial products including term life insurance and investment options

Help clients develop personalized financial strategies

Maintain ongoing relationships with clients and provide follow-up support

Generate new business through referrals, networking, and community outreach

Complete required licensing and training programs

Maintain compliance with financial industry regulations and company policies

Qualifications

High school diploma or equivalent (college degree preferred)

Strong communication and interpersonal skills

Self-motivated with an entrepreneurial mindset

Ability to build relationships and trust with clients

Willingness to obtain required state licenses (life insurance and/or securities)

Basic understanding of financial planning concepts (training often provided)

Work Environment

Often flexible or commission-based work structure

May be remote, hybrid, or office-based depending on the team

Includes training sessions, team meetings, and client appointments

Compensation

Typically commission-based with potential bonuses and incentives

Advancement opportunities into leadership or agency roles

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