Entry Level Financial Services Representative

This role is perfect for self-driven candidates who want to own their business, make a difference in people's financial lives, and enjoy continuous training. Its ideal for those looking for flexibility, growth, and the opportunity to earn based on their efforts, while helping expand Primericas mission of financial empowerment.

1. Educate clients about financial products and services.
2. Help clients assess their financial needs and create customized plans.
3. Build and maintain relationships with clients.
4. Promote and sell financial products like life insurance, investments, and retirement plans.
5. Recruit and mentor new team members.
6. Stay updated on industry trends and financial regulations.
7. Manage client accounts and track their financial progress.

1. Conduct meetings with clients to discuss their financial goals.
2. Present and explain financial products and solutions.
3. Follow up with leads and prospects through calls or emails.
4. Update and manage client records in the system.
5. Attend training sessions to stay informed on new products and sales techniques.
6. Plan and schedule appointments to maximize productivity.
7. Collaborate with team members to discuss strategies and share tips for success.