Financial Services Representative

4 days ago


Chicago, Illinois, United States Primerica Full time

Company Description

Primerica is a premier financial services provider across North America, supported by over 2,800 corporate employees aiding 151,000 licensed independent representatives. Founded 48 years ago and listed on the New York Stock Exchange under the symbol "PRI," Primerica specializes in serving the financial needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, and mortgages. The organization empowers entrepreneurial individuals to build their own financial services businesses. Headquartered in Duluth, GA, Primerica operates in the U.S., Canada, Puerto Rico, and Guam, with a commitment to helping families achieve financial security.

Role Description

This is a full-time, remote position for a Financial Services Representative located is in Indianapolis, IN. The Financial Services Representative will be responsible for offering financial guidance and products tailored to the needs of middle-income families. Daily tasks include reviewing clients' financial situations, assisting with financial planning, advising on investment opportunities, providing insurance solutions, and delivering exceptional customer service to build and maintain strong client relationships.

Qualifications

  • Knowledge and experience in Finance, Financial Services, and Investments
  • Understanding of Insurance products and services
  • Strong Customer Service skills with an ability to build and maintain client relationships
  • Excellent communication and interpersonal skills
  • Ability to work in an on-site collaborative environment
  • Licensing in relevant financial or insurance fields, or willingness to obtain these credentials
  • Prior experience in financial planning or a related role is a plus
  • Bachelor's degree in Finance, Business Administration, Economics, or a related field


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