Financial Auditor
TradeJobsWorkForce78463 Corpus Christi, TX, USFull-time
Financial Auditor Job Duties: Plans financial audits by understanding organization objectives,... Show more
Financial Specialist 9Primerica • Corpus Christi, TX, US
Financial Specialist 9
Primerica • Corpus Christi, TX, US
30+ days ago
Job type
- Full-time
- Quick Apply
Job description
At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle.
Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact. Job Overview :
- We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team.
- In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products.
- You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs.
A key aspect of the role will be meeting sales targets and contributing to the overall success of the company. Key Responsibilities:
- Lead Generation and Networking : Proactively generate leads through various channels, network with potential clients, and establish relationships within the community Sales, Calls, and Consultations : Conduct sales calls to present financial solutions, answer client questions, and effectively close sales. Client Relationship Managemen t: Build and nurture long-term relationships with clients by providing ongoing financial advice and support. Marketing and Promotions : Collaborate with the marketing team to develop campaigns that drive interest in our financial services. Sales Targets : Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed. Client Education : Educate clients on the benefits of financial planning, life insurance, and investment products. Required Qualifications : Excellent communication and time management skills, with a focus on building long-term client partnerships.
Self motivated and target driven, with the ability to work independently in a remote environment, eagerness to learn new skills and adapt to evolving industry trends, Preferred Qualification s:
- Valid Life Insurance and Investment License.
- Previous experience in the financial industry is a plus.
- Proven experience in sales, networking, or marketing.
- Excellent negotiations skills, with the ability to explain complex financial concepts simply. WHY JOIN US?
Flexible Remote Work:
- Enjoy the convenience of working from anywhere.
Growth Opportunities :
- As part of a growing team you will have the chance to learn and advance in your career.
Supportive Environment:
- We believe in the power of teamwork and continuous development. Impactful Work : Help Families achieve financial security and independence. Powered by JazzHR
Create a job alert for this search
Financial Specialist 9 • Corpus Christi, TX, US
Similar jobs
Business Analyst
TradeJobsWorkForce78466 Corpus Christi, TX, USFull-time
Business Analyst Job Duties: Elicits, analyzes, specifies, and validates the business needs of ... Show more
Business Consultant
TradeJobsWorkForce78472 Corpus Christi, TX, USFull-time
Meeting with and advising senior executives throughout the consultation process.Determining business needs and identifying weaknesses.Assessing and analyzing business practices and procedures.Compi... Show more
Training and Development Specialist
SevitaCorpus Christi, TX, United StatesFull-time
Training And Development Specialist.ResCare Community Living, a part of the Sevita family, provides quality services that empower individuals, enhance independence, and help people live well.Since ... Show more
Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)
Data AnnotationCorpus Christi, Texas$50.00 hourly
Remote
Full-time
DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more
Financial Planner
TradeJobsWorkForce78402 Corpus Christi, TX, USFull-time
Financial Planner Job Duties: Provide financial planning and investment advisory services.Res... Show more
Financial Advisor
TradeJobsWorkforce78419 Corpus Christi, TX, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more
Sr. Financial Inside Sales Consultant
AchieveCorpus Christi, TX, United StatesFull-time
Financial Inside Sales Consultant.Turn "Warm Leads" into High Earnings.Are you a high-energy closer who thrives in a fast-paced environment? We are looking for performance-driven sales professional... Show more
Marketing Specialist
TradeJobsWorkforce78402 Corpus Christi, TX, USFull-time
Marketing Specialist Job Duties: Develops marketing strategy by studying economic indicators, tracking... Show more
Consultant
TradeJobsWorkForce78408 Corpus Christi, TX, USFull-time
Consultant Job Duties: Conducts research to understand how a company functions and ... Show more
Remote Investment Analyst - AI Trainer ($50-$60 per hour)
Data AnnotationCorpus Christi, Texas$50.00 hourly
Remote
Full-time
DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more
Business Analyst
TradeJobsWorkforce78427 Corpus Christi, TX, USFull-time
Business Analyst Job Duties: Elicits, analyzes, specifies, and validates the business needs of st... Show more
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
Data AnnotationCorpus Christi, Texas$50.00 hourly
Remote
Full-time
DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more
Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)
Data AnnotationCorpus Christi, Texas$50.00 hourly
Remote
Full-time
DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more
Family Engagement Specialist I
LifeGiftCorpus Christi, TX, United StatesFull-time
Would You Like a Life-Changing Career with LifeGift.Where You Can Grow as a Family Engagement Specialist I?.Kick-start the career of a lifetime where you can be a part of our mission of hope, worki... Show more
Be You. Be Bayer.
Bayer GlobalCorpus Christi, TX, United StatesFull-time
Institutional & Specialty Sales Consultant, Cardiology.At Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where 'Health for all Hunger for none' is... Show more
Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)
Data AnnotationCorpus Christi, Texas$50.00 hourly
Remote
Full-time
DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more
Financial Professional (Remote)
Global Financial ImpactCorpus Christi, TX, United StatesRemote
Full-time +1
About the job Financial Professional (Remote)Job briefPLEASE READ JOB DESCRIPTION APPLYINGOUR MISSION :Helping everyday families get financially educated and servicing the community on topics we sh... Show more