Financial Specialist

Position: Financial Specialist 2

At Primerica, we help 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, and we're looking for driven individuals to help us make a lasting impact. Job Overview

• We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team.
• In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products.
• You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs.

A key aspect of the role will be meeting sales targets and contributing to the overall success of the company.

Key Responsibilities

• Lead Generation and Networking:
  Generate leads through various channels and build relationships within the community.
• Sales, Calls, and Consultations:
  Conduct sales calls to present financial solutions, answer client questions, and successfully close sales.
• Client Relationship Management:
  Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
• Marketing and Promotions:
  Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
• Sales Targets:
  Meet and exceed monthly and quarterly sales targets, track progress, and adjust strategies as needed.
• Client
  
  Education:
  
  Educate clients on the benefits of financial planning, life insurance, and investment products.

Required Qualifications

• 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.

Preferred Qualifications

• 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.

WHY JOIN US? Flexible Remote Work

• Enjoy the convenience of working from anywhere.

Growth Opportunities

• As part of a growing team you will have the chance to learn and advance in your career.

Supportive Environment

• We believe in the power of teamwork and continuous development.
• Impactful Work:
  Help Families achieve financial security and independence.

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