Primerica · 5 hours ago
Job Title
Primerica is a leading provider of financial products and services in North America, supporting a network of over 151,000 licensed independent representatives. In this role, you will manage day-to-day responsibilities, including engaging with clients, providing financial education, identifying suitable financial products, and assisting clients in their financial decision-making journeys.
Responsibilities
Manage day-to-day responsibilities
Engaging with clients
Providing financial education
Identifying suitable financial products
Assisting clients in their financial decision-making journeys
Collaborate with the team to develop tailored financial plans
Actively contribute to achieving service excellence and client satisfaction
Qualification
Required
Strong communication, interpersonal skills, and client relationship management skills
Knowledge in financial services, including term life insurance, mutual funds, annuities, and mortgages
Organizational, analytical, and problem-solving skills
Ability to manage projects and meet deadlines
A proactive mindset with a focus on client success and business growth
Bachelor's degree in Finance, Business Administration, or related fields, or equivalent experience
Preferred
Experience with financial consulting or related roles is a plus
Relevant certifications or licenses in financial services are preferred
Company
Primerica
Primerica is a financial services company that offers financial education, products, and services to their clients.
Funding
Current Stage
Public CompanyTotal Funding
unknown2010-04-01IPO
Leadership Team
Recent News
2025-11-20
MarketScreener
2025-11-20
2025-11-20
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