Financial Services Representative

2 months ago


Perris, California, United States Primerica Financial Services - Lake Elsinore Full time
Job Overview

Primerica Financial Services - Lake Elsinore is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Agent. As a Financial Services Agent, you will play a critical role in helping individuals achieve their financial goals and improve their overall financial well-being.

Key Responsibilities
  • Market and promote Primerica's financial services and products to potential clients
  • Assess clients' financial needs and provide personalized recommendations for insurance and financial products
  • Develop and maintain strong relationships with clients to ensure their ongoing financial success
  • Stay up-to-date on industry trends and product offerings to provide expert advice to clients
Requirements
  • High school diploma or equivalent required; degree in finance or related field preferred
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Strong organizational and time management skills
  • Access to reliable transportation and a valid driver's license
What We Offer
  • Competitive salary and commission structure
  • Opportunities for career advancement and professional growth
  • Comprehensive training and support program
  • State-of-the-art technology and tools to help you succeed
  • A dynamic and supportive work environment


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