Licensed Life and Investments Representative

Pro Partners Financial Solutions

Sales and Marketing Team representing Primerica Financial Services: The #1 and #3 most trusted life insurance and financial service company, by Investors Business Daily, and top 25 Best Financial Services Companies, by Time Magazine.

Part-time, Licensed Sales Representative:

POSITION REQUIREMENTS:

18+ years old

US Resident

No felony background

High school diploma or it's equivalent

Must have a reliable laptop and internet connection

Practical experience regarding basic computer skills, including attending Zoom meetings, setting up email accounts, using google calendar to stay organized, using google drive, etc..

SOFT SKILL QUALIFICATIONS:

Maximum effort, always positive attitude and coachability. If you bring those to every meeting then we will turn you into an amazing representative.

REPORTS TO: Regional Vice President, Zack Byler

INDIVIDUAL FUNCTION STATEMENT: “I am an independent contractor who provides clients financial education and products that suit their needs, from over 100 financial companies across North America,

JOB GOALS:

Within the predetermined amount of part-time hours — either 8-12 or 12-20 hours per week — your goal is to build financial houses for the first time, or fix the one clients have already started on.

Acquire life insurance license within 2-4 weeks from starting.

Acquire investment licenses within 3-6 months from starting.

Optional: Acquire mortgage loan originator license within 8-12 months of starting.

CORE PERFORMANCE RESPONSIBILITIES:

CLIENT SCOUT:

Networking and referrals in warm marketing

Set appointments - no quotas

Follow up with set appointments

CLIENT SHEPHERD

Supreme client communications

Making sure clients are fully informed and feeling great about their decisions

90 day follow ups and annual reviews

TEAM BUILDER

Celebrate yours and other’s accomplishments with our team

Lead your teams with the help of mentors

TERMS OF EMPLOYMENT:

Independent Contractor, 5-20 hours per week.

Income expectations

Up front commissions, recurring and compounding payments, passive income from building a client book of business

Job Types: Part-time, Contract

Pay: $100.00 - $5,000.00 per month

Benefits:

  • Flexible schedule

Work Location: Remote

Back to blog

Other Jobs To Apply

No other job posts for this day.