Primerica
Finance • Fintech • B2C
Primerica is a financial services company that provides families with financial education and solutions to improve their financial well-being. They offer various products including term life insurance, investments, and legal protection, and emphasize empowering individuals to take control of their financial futures. The company promotes business opportunities for individuals looking to earn income through part-time or full-time efforts, and encourages community involvement and financial literacy.
Financial Analyst
Job not on LinkedIn
November 5
🇺🇸 United States – Remote
⏱ Part Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
Primerica
Finance • Fintech • B2C
Primerica is a financial services company that provides families with financial education and solutions to improve their financial well-being. They offer various products including term life insurance, investments, and legal protection, and emphasize empowering individuals to take control of their financial futures. The company promotes business opportunities for individuals looking to earn income through part-time or full-time efforts, and encourages community involvement and financial literacy.
📋 Description
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
🎯 Requirements
• Must be 18+ years old • NO FELONIES • US Citizen • Strong Work Ethic • Open-Minded • Coachable • Strong interpersonal and communication skills are a must • Client service experience as a sales representative a plus
🏖️ Benefits
• Paid training bonus program • Company covers all required life and securities pre-licensing courses and required state licenses • Unlimited commission based income • Residual income opportunities
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