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Join Yenis M Savere: Primerica – Financial Services Team

  • Location: Texas
  • Type: Full Time
  • Posted: October 5, 2024

Industry: Financial Planning Consultants,Life Insurance,Insurance

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join the Yenis M Savere: Primerica – Financial Services Team!

Financial Planning Consultant

Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in financial planning and a desire to make a positive impact on the lives of others? If so, Yenis M Savere: Primerica – Financial Services is looking for individuals like you to join our team as Financial Planning Consultants.

Job Responsibilities:

  • Conduct comprehensive financial analyses for clients to determine their current financial situation
  • Create personalized financial plans based on clients’ goals and objectives
  • Educate clients on various financial products and services available to help them achieve their financial goals
  • Monitor and adjust clients’ financial plans as necessary to ensure they remain on track to meet their goals
  • Build and maintain strong relationships with clients through regular communication and excellent customer service

Job Qualifications:

  • Bachelor’s degree in Finance, Economics, or a related field
  • Certification as a Certified Financial Planner (CFP) or willingness to obtain certification within the first year of employment
  • Prior experience in financial planning or a related field is preferred
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills

Life Insurance Agent

Are you a motivated and goal-oriented individual with a passion for helping others protect their families and assets? Yenis M Savere: Primerica – Financial Services is seeking Life Insurance Agents to join our team and help clients secure their financial future with the right life insurance coverage.

Job Responsibilities:

  • Educate clients on the importance of life insurance and help them determine the appropriate coverage amount
  • Recommend and sell life insurance policies to clients based on their individual needs and budget
  • Provide ongoing support to clients by updating their policies as needed and assisting with any claims processing
  • Develop and maintain relationships with clients to ensure their long-term satisfaction with their life insurance coverage

Job Qualifications:

  • Life insurance license or willingness to obtain license within 90 days of employment
  • Proven sales experience and ability to meet sales targets
  • Excellent communication and negotiation skills
  • Strong customer service orientation and ability to build rapport with clients
  • Knowledge of different types of life insurance products and their benefits

Insurance Sales Representative

Are you a self-motivated professional with a strong sales background and a desire to help individuals and families protect themselves against financial risk? Yenis M Savere: Primerica – Financial Services is looking for Insurance Sales Representatives to join our team and assist clients in finding the right insurance products for their needs.

Job Responsibilities:

  • Educate clients on various types of insurance products, including auto, home, and health insurance
  • Assess clients’ insurance needs and recommend appropriate coverage options
  • Provide quotes for insurance policies and assist clients with the application and enrollment process
  • Follow up with clients to ensure they understand their coverage and address any questions or concerns
  • Build and maintain relationships with clients to ensure their ongoing satisfaction with their insurance coverage

Job Qualifications:

  • Insurance license or willingness to obtain license within 90 days of employment
  • Prior sales experience in the insurance industry is preferred
  • Strong communication and interpersonal skills
  • Ability to work independently and meet sales targets
  • Knowledge of insurance products and industry regulations

If you are a dynamic and motivated professional with a strong interest in financial planning, life insurance, or insurance sales, we want to hear from you! Yenis M Savere: Primerica – Financial Services offers competitive compensation, ongoing training and development opportunities, and a supportive team environment.

To apply for a position with us, please visit our careers page and submit your resume. Join our team and start making a difference in the lives of others today!

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