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Client Solutions Representative

Primerica
  • Baltimore, MD
  • $750–$950 Per Year
  • Instant Apply
4 days ago

Job Description

Salary: $75,000–$95,000 per year

We are seeking a Client Solutions Representative to help prospective and current clients understand their options and find solutions that fit their needs. This position combines relationship building, customer support, and sales.

Responsibilities

  • Speak with clients to understand their needs and goals
  • Explain available products, services, and solutions
  • Recommend options based on each client’s situation
  • Follow up with clients throughout the decision-making process
  • Build positive, long-term client relationships
  • Assist with questions and resolve basic client concerns
  • Identify opportunities for additional products or services
  • Maintain organized client records
  • Work closely with other departments to support customers

Qualifications

  • Strong communication and listening skills
  • Comfortable speaking with customers and prospects
  • Professional, friendly, and solution-focused
  • Good organizational and time-management skills
  • Sales or customer service experience is helpful
  • Ability to learn products and processes quickly

Compensation

Annual salary of $75,000–$95,000, based on experience and qualifications.

Numbers & Facts

LocationBaltimore, MD
IndustryFinancial Services
Salary$750–$950 Per Year
Company Size1,500 to 1,999 employees
Year Founded1977
Websitehttps://www.primerica.com/public/

Benefits

Performance Bonus, Professional Development, Work From Home

About Company

What kind of a company is Primerica?

Primerica (NYSE: PRI) is the largest independent financial services marketing organization in North America, serving middle-income households in the U.S., Canada and the territories of Puerto Rico and Guam. Our International Headquarters is located in Duluth, GA. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. As of 2018, Primerica reported over 130,000 life insurance licensed independent representatives, including over 25,000 additionally-licensed securities representatives.

What Does Primerica Do?

Primerica's core operations focus on the distribution of term life insurance, which is underwritten by the Company (Primerica Life Insurance Company); mutual funds and annuities through PFS Investments, a Securities and Exchange Commission-registered broker-dealer investment adviser affiliate; as well as other financial products, which are distributed primarily on behalf of third parties. Our product and service offerings are generally intended for middle-income consumers with household incomes of between $30,000 and $100,000 (both USD) per year.

In addition, Primerica provides an entrepreneurial full- or part-time business opportunity for individuals seeking to earn income by distributing the Company's financial products.

Skills

  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Needs Assessmentunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Record Keepingunmatched
  • Resolve Customer Issuesunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Sales Supportunmatched
  • Time Managementunmatched

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