Overview

EXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial independence and be a part of a bigger purpose. If helping people is something that you’re passionate about then this job is perfect for you! NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. Description: We are seeking motivated and driven individuals to join our team. You will be responsible for assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals. You will also have the opportunity of brokerage ownership. This position can be fully remote. Great for the stay-at-home career seeker or someone wanting to work part-time. Licensure will be required within the first 30 days. All required pre-licensing courses & required state licenses are covered by the company. The desired candidate would possess the following skills: • You’re a self-starter capable of thriving on a team • Excellent customer service skills • Entrepreneurial Mindset • Strong leadership and decision-making skills • Ability to develop, manage and drive growth • Access to Internet or Wi-Fi connection Requirements: • Must be 18+ (This is a FEDERAL requirement) • Must pass a STATE background check (No Felonies) • Self-Disciplined, Self-Accountability • Trustworthy & Honest • A certified GO GETTER! What we provide: • Training Bonus program • State Life Insurance License • Federal Securities (Investment) License – SIE, Series 6, 63, 26, & 65 • Mortgage (Loan Originator) License • Part-time or Full-time Flex options • No Quotas or Caps on Commissions • Stock opportunities • Residual Income Opportunities (11 income streams) • Must live in the USA and have a valid work visa/ssn. Job Title: Financial Specialist Department: Customer Service, Sales, and Marketing Employment Type: Contract (Remote) About Us: At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we’re looking for driven individuals to help us make a lasting impact. Job Overview: 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 sales 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 department. Key Responsibilities: Lead Generation & Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community. Sales Calls & Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales. Client Relationship Management: Build and nurture long-term relationships with clients by providing ongoing financial advice and support. Marketing & Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services. Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed. Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products. Required Qualifications & Skills: Excellent communication and time management skills. Strong customer service and relationship 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. Preferred Qualifications: Valid Life Insurance and Investment licenses. Previous experience in the financial services industry is a plus. Proven experience in sales, networking, or marketing. Excellent negotiation skills, with the ability to explain complex financial concepts simply. Why Join Us? Flexible Remote Work: Enjoy the convenience of working from anywhere. Growth Opportunities: As part of a growing team, you’ll have the chance to learn and advance in your career. Supportive Environment: We believe in the power of teamwork and continuous development. Impactful Work: Help families achieve financial security and independence.