Entry-Level Financial Services Representative — Remote/Hybrid | Primerica FInancial Service | Handshake

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Entry-Level Financial Services Representative — Remote/Hybrid

Learn While You Work — No Prior Financial Services Experience Required

Please read the full description before applying.

About the Opportunity

Primerica Financial Services offers an opportunity for motivated individuals to learn personal finance concepts, financial services, business development, and professional communication while building a financial services business.

No previous financial services experience is required. Training, mentorship, and professional development resources are available to help you learn the business and work toward obtaining the licenses required for eligible product sales.

This opportunity may be suitable for students, recent graduates, and individuals exploring a career change who want a flexible schedule and an opportunity to develop new skills.

Responsibilities

Learn foundational personal finance and financial services concepts.

Develop professional communication and client relationship skills.

Learn how to identify client needs and explain appropriate financial products and services within applicable licensing requirements.

Participate in training, mentorship, and professional development.

Build and maintain client relationships.

Follow applicable licensing, compliance, and ethical standards.

What We Offer

Flexible scheduling, subject to business needs.

Training and mentorship.

Opportunities to develop communication, business, and client service skills.

A performance-based compensation structure.

Potential for professional growth based on licensing, performance, and business development.

Qualifications

Strong communication and interpersonal skills, or a willingness to develop them.

Interest in personal finance and professional development.

Self-motivation, reliability, and willingness to learn.

Authorization to work in the United States.

Willingness to complete applicable licensing and compliance requirements.

No prior financial services experience is required.

Work Arrangement

Remote and hybrid opportunities may be available. Remote candidates must reside in the United States. Hybrid opportunities may require in-person meetings in designated Southern California locations.

How to Apply

Submit your resume through Handshake. Qualified applicants may be invited to an introductory conversation to learn more about the opportunity, training, licensing requirements, compensation, and expectations.

Important Note:

There is a one time onboarding fee of $124 that covers background check, state & federal license process, and access to our business platform. It is refundable once state license is issued in the state you reside in.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

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6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...