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Entry Level Remote Financial Services Rep

1 month ago

Morgan Hill, United States Primerica - Karina Mendoza Full time
Job DescriptionJob Description

**This is a fully remote position***

Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptional service to our clients. Here’s what you can expect:

  1. Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.

  2. 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.

  3. 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

  4. 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.

  5. 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:

  1. 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.

  2. Sales and Application Completion:

    • Close sales by accurately completing applications.
    • Utilize your sales skills to connect with clients and address their insurance needs.

  3. Collaboration and Support:

    • Work closely with internal support teams, trainers, and customer service representatives.
    • Foster a collaborative environment to ensure seamless client experiences.

  4. Other Duties:

    • Perform any related duties to contribute to the team’s success.
Our Commitment to You:

  1. 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.

  2. 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.

  3. 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:

  1. Passionate Salesperson:

    • Thrive in a competitive environment.
    • Love being #1 and enjoy friendly competition.
    • Excited about building commissions.

  2. Entrepreneurial Spirit:

    • Passionate about learning and personal growth.
    • Strive to improve day by day.
    • Willing to share knowledge with others.

  3. Enthusiasm Spreader:

    • Motivate both customers and teammates.
    • Contagiously positive attitude.
    • Love making people’s day

Ready to shape your future with us? Apply now; let’s make a difference together 

 


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