Representative

Hace 7 horas

San Juan, Puerto Rico Primerica Trabajo remoto Jornada completa

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Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company leverages a network of more than 151,000 licensed independent representatives, supported by over 2,800 corporate employees, to deliver financial education and customized solutions to clients. Publicly traded on the New York Stock Exchange (NYSE) under the symbol “PRI,” Primerica has nearly five decades of experience serving middle-income families. The company offers products such as term life insurance, mutual funds, annuities, managed investments, and mortgages. Primerica also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business, supported by training and established infrastructure. Role Description This is a full-time remote Representative role supporting Primerica’s mission to help middle-income families make informed financial decisions. The Representative will engage with clients to understand their financial goals, provide education on Primerica’s products, and recommend appropriate solutions. Daily responsibilities include conducting virtual client meetings, following up on leads, preparing basic financial analyses, and maintaining accurate records in company systems. The role also involves collaborating with team members, staying current on product offerings and compliance requirements, and participating in ongoing training and professional development. Representatives are expected to manage their schedules responsibly, uphold ethical standards, and deliver a high level of client service. Qualifications
• Strong communication and interpersonal skills, including the ability to explain financial concepts clearly and build trust with clients.
• Customer service and relationship-building abilities, with a focus on active listening, empathy, and responsiveness.
• Basic financial literacy and analytical skills, with interest in learning about insurance, investments, and other financial products.
• Self-motivation and time management skills, including the ability to work independently in a remote environment and meet performance goals.
• Comfort with digital tools and remote work technologies, such as video conferencing, CRM systems, and online documentation platforms.
• High level of integrity, professionalism, and commitment to compliance with regulatory and company standards.
• Prior experience in sales, financial services, or client-facing roles is beneficial but not required; coaching and training are provided.
• Ability to obtain and maintain applicable state and industry licenses as required for offering financial products.

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