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!