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