Entry Level Remote Financial Services Rep
Primerica - Karina Mendoza10 months ago
San Bernardino, CA, United States
Remote
Full-time
Beginner Level (< 1 year)
Job Description
Position Overview
Join our dynamic team as a Licensed Representative at Primerica – Karina Mendoza. This is a fully remote position where you will be a driving force in delivering exceptional client service. Use your sales expertise to educate clients, complete applications, and earn uncapped commissions while enjoying best-in-class training and abundant growth opportunities.
Key Responsibilities
- Provide comprehensive client education by explaining policy options, including the differences between term and whole life insurance.
- Conduct detailed needs analyses via phone or Zoom and guide clients through the application process.
- Utilize your sales skills to recommend insurance plans that align with clients’ specific needs and close sales by accurately completing applications.
- Collaborate with internal support teams, trainers, and customer service representatives to ensure seamless client experiences.
- Perform additional duties that contribute to team success.
Required Qualifications
- Must be at least 18 years of age.
- Successfully pass a background check.
- Reside in the U.S.
Preferred Qualifications
- Passionate Salesperson: Thrive in a competitive environment with a drive to be #1.
- Entrepreneurial Spirit: Committed to continuous personal growth and eager to share knowledge.
- Enthusiasm Spreader: Possess a contagious positive attitude that motivates both customers and team members.
Benefits & Perks
- Fully Remote: Enjoy the flexibility of working from anywhere.
- Uncapped Commissions: Earn commissions based solely on your performance.
- Best-in-Class Training: Gain access to top-notch training programs, regular coaching, and mentoring.
- Growth Opportunities: Benefit from a company culture that promotes from within and values your progression.
- Collaborative Environment: Work in a transparent, supportive team setting that values your feedback.
Required Skills
entrepreneurial spirit
application processing
sales
collaboration
customer service
needs analysis
training
client education