Entry-Level Financial Services Representative (Flexible Schedule-Remote)

Company Overview:

Primerica is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. We pride ourselves on providing personalized solutions and exceptional service to our clients, backed by a team of passionate professionals. As part of our commitment to fostering talent and supporting professional growth, we offer entry-level opportunities with flexible schedules to accommodate diverse lifestyles and commitments, completely remote via Zoom.

Position Overview:
We are currently seeking motivated individuals to join our team as Entry-Level Financial Services Representatives. This role is perfect for candidates looking to embark on a rewarding career in the financial services industry while enjoying the flexibility of a customizable schedule. As an Entry-Level Financial Services Representative, you will receive comprehensive training and support to develop the skills and knowledge necessary for success in the field.

Key Responsibilities:
1. Assist clients with basic financial inquiries, account maintenance, and administrative tasks.
2. Provide exceptional customer service by promptly responding to client inquiries via phone, email, and in-person interactions.
3. Support senior financial advisors and representatives with client meetings, presentations, and follow-up activities, conducted remotely via Phone, Email, Zoom, ect.
4. Conduct research and analysis to support financial planning and investment recommendations.
5. Assist with the preparation of financial reports, presentations, and marketing materials, utilizing remote collaboration tools.
6. Participate in training programs and professional development activities to enhance your knowledge and skills in the financial services industry.
7. Maintain accurate records of client interactions, transactions, and service requests in compliance with company policies and regulatory requirements.

Qualifications:
-NO EXPERIENCE NEEDED (TRAINING PROVIDED)
- Interest in pursuing a career in the financial services industry.
- Communication skills, both verbal and written.
- Demonstrated customer service skills with a positive attitude and willingness to learn.
- Ability to work independently and collaboratively as part of a team.
 

Benefits:
- Competitive compensation package with opportunities for performance-based bonuses and incentives.
- Flexible work schedule to accommodate personal commitments and lifestyle preferences, completely remote via Zoom.
- Comprehensive training and professional development opportunities.
- Mentorship from experienced financial professionals.
- Opportunities for career advancement and growth within the company.

Join our team and embark on an exciting journey in the financial services industry. Gain valuable experience, expand your skillset, and make a positive impact on the lives of our clients while enjoying the flexibility to work remotely via Zoom and pursue your personal and professional goals.