Financial Advisor

Key Responsibilities: Presenting and selling financial products: This includes term life insurance, mutual funds, annuities, and other products, both to new and existing clients.

Conducting financial needs assessments: Identifying clients' financial goals and needs to develop personalized financial plans.

Building rapport and developing relationships: Establishing trust and confidence with clients to facilitate long-term business relationships.

Providing financial education: Educating clients about financial concepts, products, and services offered by Primerica and its partners.

Prospecting and generating leads: Identifying and contacting potential clients to build a client base.

Working independently and managing time: Scheduling appointments, managing their own workload, and working to achieve sales goals.

Essential Skills and Qualifications: Strong communication and interpersonal skills: . The ability to build rapport, explain complex financial concepts clearly, and effectively communicate with diverse clients.

Sales and negotiation skills: . The ability to effectively sell products and services, negotiate terms, and close deals.

Basic understanding of financial concepts: . Familiarity with insurance, investments, and other financial products.

Ability to work independently and manage time: . Demonstrating initiative, self-motivation, and the ability to set goals and achieve them.

Customer service skills: . The ability to provide excellent service, handle inquiries, and resolve customer concerns.

Licensing requirements: . May require obtaining and maintaining relevant licenses, such as life insurance licenses, depending on the specific role.