Remote Financial Services Sales Representative
Job title: Remote Financial Services Sales Representative in San Francisco, CA at Primerica - Winchester, CA
Company: Primerica - Winchester, CA
Job description: EXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom!NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.Company Description:Taking control of your financial future can feel overwhelming. And, if you're like many people, it's hard to even know where to start. When you consider that financial education isn't often taught in schools, it's no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management.Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions – term life insurance, investments, auto & home insurance, and more – that can help you achieve your financial goals.Role Description:This is a part-time remote role for a Entry Level Financial Services(Entry Level). You will be responsible for educating potential clients about financial products and assisting them in choosing the right policies to meet their needs. You will also be responsible for processing applications, collecting premiums, and maintaining customer records. Strong communication and customer service skills are essential in this role.The desired candidate would possess the following skills:
- Excellent customer service skills
- Entrepreneurial Mindset
- Strong leadership and decision-making skills
- Ability to develop, manage and drive growth
- Access to Internet or Wi-Fi connection
- Must be 18+ (This is a FEDERAL requirement)
- Must pass a background check (No Felonies)
- Self-Disciplined, Self-Accountability
- Trustworthy & Honest
- Must be living and authorized to work in the US
- Training Bonus program
- State and Federal Licenses
- Part-time or Full-time Flex options
- No Quotas or Caps on Commissions
- Stock opportunities
- 1.Generate New Business: Proactively identify and pursue new business opportunities through networking, and other lead generation methods.
- 2. Build and Maintain Relationships: Cultivate strong relationships with prospective and existing clients to understand their needs and provide tailored solutions.
- 3. Product Knowledge: Develop a deep understanding of our products and services to effectively communicate their value proposition to clients.
- 4. Sales Presentations: Deliver persuasive sales presentations and demonstrations to potential clients, showcasing the benefits and features of our offerings.