[Hiring] Financial Specialist @Primerica

Role Description

We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the company.

Key Responsibilities:

• Proactively generate leads through various channels, network with potential clients, and establish relationships within the community.
• Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
• Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
• Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
• Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
• Educate clients on the benefits of financial planning, life insurance, and investment products.

Qualifications

• Excellent communication and time management skills, with a focus on building long-term client partnerships.
• Self-motivated and target-driven, with the ability to work independently in a remote environment.
• Eagerness to learn new skills and adapt to evolving industry trends.

Requirements

• Valid Life Insurance and Investment License.
• Previous experience in the financial industry is a plus.
• Proven experience in sales, networking, or marketing.
• Excellent negotiation skills, with the ability to explain complex financial concepts simply.

Benefits

• Enjoy the convenience of working from anywhere.
• As part of a growing team, you will have the chance to learn and advance in your career.
• We believe in the power of teamwork and continuous development.
• Help families achieve financial security and independence.