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Sales / Business
Entry Level Sales
@Primerica
[Hiring] Entry Level Sales @Primerica
Mar 26, 2025 - Primerica is hiring a remote Entry Level Sales. đź’¸ Salary: $3000 - $5000 per month. đź“ŤLocation: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
The Entry-Level Remote Sales provides support to clients and the financial services team by assisting with various duties such as:
- Marketing our services
- Assessing client financial needs
- Educating clients on our services
- Recommending appropriate insurance & financial products
The role involves:
- Learning about our financial products and services
- Maintaining client records
- Creating lasting relationships with clients
- Ensuring high levels of customer service
Key Responsibilities
-
Client Support and Communication:
- Serve as a primary point of contact for clients, addressing questions and assisting with applications.
- Provide basic information on our financial products and services, and assist clients in understanding their options.
- Schedule and coordinate client meetings, and follow up on client inquiries and requests.
-
Marketing Our Products & Services:
- Learn how to use social media & emails to market our products & services effectively.
- Create content that's within compliance using our software.
- Ensure accuracy and completeness of reaching our target market effectively.
-
Product Knowledge and Recommendations:
- Gain a basic understanding of the company's financial products and services, including retirement funds, debt elimination, investments, legal services, home alarm systems, will service, and insurances.
- Assist in identifying client needs and provide recommendations for suitable financial products and services.
- Support the team in explaining product features, benefits, and terms to clients.
-
Documentation and Record-Keeping:
- Maintain accurate and up-to-date client records through our software's CRM.
- Prepare and process necessary documentation related to the product or service used.
- Ensure compliance with company policies and regulatory requirements in all documentation and interactions.
-
Compliance and Risk Management:
- Follow company procedures and regulatory guidelines to ensure compliance in all client interactions and transactions.
- Assist in identifying and addressing potential compliance issues or discrepancies.
- Participate in training on regulatory updates and compliance standards.
-
Learning and Development:
- Participate in training and professional development programs to enhance skill sets and knowledge of financial products, services, and industry regulations.
- Stay informed about our financial services and marketing developments to better assist clients and the team.
- Seek feedback from senior members to improve performance and understanding of your role.
-
Team Collaboration:
- Collaborate with other team members to ensure seamless client service and support.
- Assist in various tasks as needed to help the overall team.
Qualifications
- No prior experience required, though internships or related coursework in financial services or client management is a plus.
- Basic understanding of customer service and effective problem-solving skills.
- Preferably strong verbal and written communication skills, though not required.
- Ability to work well in a team environment and independently.
Personal Attributes
- Client-focused with a commitment to providing exceptional service.
- Eager to learn and grow in the financial services & marketing industry.
- Reliable, with a strong work ethic and positive attitude.
- Ability to handle multiple tasks and prioritize effectively.
Working Conditions
- You will be working remotely over Zoom in a team environment.
Experience Requirements
- Entry Level
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| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
đź’¸
$3000 - $5000 per month
|
Remote
Location
USA
|
|
Job Type
contract
|
Posted
Mar 26, 2025
|
️
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
