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Financial Specialist 20Primerica • Houston, TX, US
Financial Specialist 20
Primerica • Houston, TX, US
30+ days ago
Job type
- Full-time
- Quick Apply
Job description
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 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 company. Key Responsibilities:
- Lead Generation and Networking : Proactively generate leads through various channels, network with potential clients, and establish relationships within the community Sales, Calls, and Consultations : Conduct sales calls to present financial solutions, answer client questions, and effectively close sales. Client Relationship Managemen t: Build and nurture long-term relationships with clients by providing ongoing financial advice and support. Marketing and 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 : Excellent communication and time 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 Qualification s:
- Valid Life Insurance and Investment License.
- Previous experience in the financial industry is a plus.
- Proven experience in sales, networking, or marketing.
- Excellent negotiations 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 will 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. Powered by JazzHR
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Financial Specialist 20 • Houston, TX, US
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