Financial Representative/ Financial Coach
Primerica is a Main Street company helping middle-income families become financially free. We are looking for enthusiastic & motivated individuals to help us grow our sales force. These individuals will be on the front line of helping main street families create plans to pay down debts, save more for retirement and properly protect their families.
This position can be done entirely virtually if needed
What you'll learn/achieve:
State Specific Insurance Producer License
SIE, Series 6 & 63 License (Mutual Fund License)
Series 65 License (Optional)
Analyzing client investment portfolios (using Morningstar and other analysis tools)
Sales/Education techniques that can be used across various industries
How to prospect for clients
How to teach simple money management concepts that most people don't learn in school
Appointment setting
Interviewing techniques
How to become a better leader & trainer
Ideal candidates must have high integrity, strong interpersonal skills, be self-motivated, have a strong desire to succeed, and have a passion for helping others.
This is a commission-based role, with the potential to quickly move into a management position for those that qualify.
Licensing certification process & fees will be discussed during the interview process.
All representatives of Primerica Financial Services are independent contractors, not employees of Primerica.