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Financial Consultant

1 month ago

West Sacramento, United States Primerica Financial Services - Lake Elsinore Full time

Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, this is the perfect opportunity to get your foot in the door to the most profitable industry, being financial services Here at Primerica (PFS) we are a distributer of financial services, our mission to help families become properly protected, debt free, and financially independent. This opportunity is for you if you would like to be apart of this movement

Join us from any industry ,NO EXPERIENCE NECESSARY

The position can be fully remote. Great for the stay-at-home career seeker.

Full-time traveler-friendly

More about the role:

No Prior Experience In Financial Services Is Required.

All required pre-licensing courses and required home state license is covered

(Fingerprints Required In Some States).

The desired candidate would possess the following skills:
 

  • Willing to invest in self growth
  • Strong customer service skills, comfortable on zoom
  • 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 invest and pass background check ($124) refunded when pre licensing
classes are completed

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 
  • 1 on 1 mentoring, become part of a group of like minded individuals willing to help
  • No quotas or minimum sales required 
Responsibilities
 
  • Good customer service skills—must be comfortable speaking with others
  • Attend meetings, seminars, and programs to learn about new products and services
  • Network with potential customers
  • Educate customers on each type of insurance coverage and make recommendations based on their needs
  • Evaluate current insurance policies and recommend additional coverage when needed
  • Maintain all insurance documents in a confidential way