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.