Bilingual Financial Services

3 weeks ago

Rancho Cucamonga, United States Primerica - Rancho Cucamonga, Cali Full time
Job DescriptionJob Description

Primerica is looking for a sales representative to join our team in our Rancho Cucamonga office(Remote/Hybrid position). This person will actively seek out and engage prospective customers to sell our product and/or services.


The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue growth. 

Responsibilities:

  • Demonstrate, promote, and sell Primerica Financial services products and services - Strategically present functionality and key value propositions to prospective customers.
  • Develop and foster relationships - Maintain close communications with prospects to close sales and promote customer retention.
  • Meet and exceed targets - Achieve monthly and quarterly individual and team goals for new customer acquisition.
  • Track progress and results - Record prospect interactions and track goal attainment in CRM system.
  • Research and understand target market - Stay abreast of industry trends, best practices, and PFS overall market opportunity.

The desired candidate would possess the following skills:

• Excellent written and verbal communication skills

• Strong customer service skills

• Thrive in a flexible environment

• Entrepreneurial Mindset

• Strong leadership and decision-making skills

• Ability to develop, manage and drive growth

• Goal Oriented

**Sales Experience is a PLUS but not REQUIRED.

Requirements:

Must be 18+ (This is a FEDERAL REQUIREMENT)

Must pass a background check

Self Disciplined

• Trustworthy

*Motivated

We'll provide:

- Paid training program

- State & Federal Licenses

- Part or Full time Flex options

- Commission and Bonus Based, Residual income and stock

opportunities(11 income streams)Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

WHAT KIND OF A COMPANY IS PRIMERICA?

Primerica is a financial services company serving the middle-income market in the U.S., Canada, Puerto Rico and Guam. In 1977, we pioneered the “Buy Term and Invest the Difference” philosophy which solves two of the biggest financial needs nearly every family faces – income protection with term life insurance and saving for the future with a sound investments strategy.

Primerica uses our complimentary, confidential, and customized Financial Needs Analysis (FNA) to help clients understand where they are financially and to map out a program to achieve their goals
 

WHO IS PRIMERICA?

Back in 1977, Primerica’s founders recognized the pressing need for their friends, family and community members to have access to financial education and the right financial solutions that could help them live better lives and prepare for the future. Their middle–income market was – and still is – largely underserved by the financial services industry in favor of higher income clients. Freedom for Families was the goal because the basic HOW MONEY WORKS™ principles, which empower people to ask the right questions or make better decisions still aren’t often taught in schools.

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