Remote Financial Services Representative

Primerica - Carlsbad

  • Fremont, CA
  • Permanent
  • Part-time
  • 13 days ago
  • Apply easily
**This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptional service to our clients. Here’s what you can expect:Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let’s shape the future together!Responsibilities:As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:Needs Analysis and Client Education:
  • Conduct detailed insurance sales needs analysis via phone or Zoom with clients.
  • Educate clients about the differences between term and whole life insurance.
  • Identify matching insurance plans and services that align with clients’ unique situations.
  • Assist clients through the application process.
Sales and Application Completion:
  • Close sales by accurately completing applications.
  • Utilize your sales skills to connect with clients and address their insurance needs.
Collaboration and Support:
  • Work closely with internal support teams, trainers, and customer service representatives.
  • Foster a collaborative environment to ensure seamless client experiences.
Other Duties:
  • Perform any related duties to contribute to the team’s success.
Our Commitment to You:Growth Opportunities:
  • Join a company where 2/3 of our Leadership team has been promoted from within.
  • Unlock incredible growth potential as you excel in your role.
Continuous Training:
  • Access top-notch training programs to stay informed and up-to-date with industry trends.
  • Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills.
Clarity and Collaboration:
  • We value your feedback and actively seek ways to improve as a company.
  • Be part of a transparent and collaborative work environment.
Qualifications:To thrive in this role, you should possess the following core skills and abilities:
  • Must be at least 18 years of age.
  • Successfully pass a background check.
  • Reside in the U.S.
Apply Now:If you identify with the following traits, we encourage you to apply:Passionate Salesperson:
  • Thrive in a competitive environment.
  • Love being #1 and enjoy friendly competition.
  • Excited about building commissions.
Entrepreneurial Spirit:
  • Passionate about learning and personal growth.
  • Strive to improve day by day.
  • Willing to share knowledge with others.
Enthusiasm Spreader:
  • Motivate both customers and teammates.
  • Contagiously positive attitude.
  • Love making people’s day!
Ready to shape your future with us? Apply now; let’s make a difference together!**Checkout my website for more information:
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Primerica - Carlsbad