Financial Representative
Primerica, Inc.
01.2024 - Current
- Assist senior representatives in client relationship management
- Understand client financial objectives through attentive listening
- Familiarize with financial products, services, and regulations
- Participate in company-provided training and industry education
- Act as client liaison, directing inquiries to appropriate team members and resources
- Shadow senior representatives in client interactions
- Study and prepare for the life insurance licensing exam, utilizing study materials, practice tests, and study groups
- Attend pre-licensing courses or workshops recommended by the company or industry associations
- Collaborate with team members and colleagues to support shared goals and initiatives
- Support fellow team members, contributing to a positive and cohesive work environment
