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Financial Specialist 2
Financial Specialist 2Primerica • Rancho Cucamonga, CA, US
Financial Specialist 2

Financial Specialist 2

Primerica • Rancho Cucamonga, CA, US
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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 • Rancho Cucamonga, CA, US

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