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Entry Level Financial Representative

HOLMES INV & ACCOUNT • Remote • Posted 5 days ago via ZipRecruiter

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Remote • Full-time • Entry Level

Job Highlights

Using AI ⚡ to summarize the original job post

As an Entry Level Financial Representative at HIAS in partnership with Primerica Financial Services, you will have the opportunity to make a positive impact on people's lives by providing financial education and guidance from the comfort of your own home. This role involves building relationships with clients, identifying their needs, recommending solutions, and managing your client base. No previous experience is necessary as comprehensive training is provided to the right candidate who is motivated and eager to learn. This position is ideal for stay-at-home career seekers.

Responsibilities

  • Build relationships with clients and provide them with financial education and guidance.
  • Identify clients' needs and recommend appropriate solutions.
  • Assist clients in obtaining the necessary financial products and services.
  • Manage and grow your client base.

Qualifications

Required

  • Excellent customer service skills
  • An entrepreneurial mindset
  • Strong leadership and decision-making skills
  • The ability to develop, manage, and drive growth
  • Access to internet or Wi-Fi connection
  • 18 years of age or older
  • Pass a background check (No felonies)
  • Self-discipline and self-accountability
  • Trustworthiness and honesty

Full Job Description

Job Description

Job Description

Are you looking for a rewarding and flexible career? HIAS has join the team with Primerica Financial Services to hire new Entry Level Financial Representative!

At Primerica, we believe in empowering individuals and families to achieve financial independence. As an Entry Level Financial Representative, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home.

NO PREVIOUS EXPERIENCE NECESSARY. We provide comprehensive training to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers.

As a Financial Representative, you will:

Build relationships with clients and provide them with financial education and guidance.

Identify their needs and recommend appropriate solutions.

Assist clients in obtaining the necessary financial products and services.

Manage and grow your client base.

We are looking for candidates with:

Excellent customer service skills

An entrepreneurial mindset

Strong leadership and decision-making skills

The ability to develop, manage, and drive growth.

Access to internet or Wi-Fi connection

If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members.

Primerica Financial Services provides:

Training to help you succeed

Coverage for all required pre-licensing courses and state licenses

Part-time or full-time flexibility

No quotas or caps on commissions

Stock opportunities

Residual income opportunities

Join us in the journey of financial empowerment!

Requirements

18 years of age or older (This is a FEDERAL requirement)

Pass a background check (No felonies)

Self-discipline and self-accountability

Trustworthiness and honesty