Financial Analyst
Primerica
Walton, KYFresher1h agovia LinkedIn
About the Role
This role involves collecting client information and using that information to build them a guide to help them work toward financial freedom and success.
Key Responsibilities
- Obtain a life insurance license.
- Obtain Series 6 and 63 securities licenses.
- Obtain a mortgage license.
- Work side by side with clients from start to finish.
- Get guidance from current representatives.
Requirements & Tech Stack
- Coachability
- Reachability
- Enthusiasm about helping people
- Motivation to grow as a person and a representative.
This role is available for hours anywhere from part-time (10 hours a week) to full-time (40+ hours a week).
The company will help you obtain all required licenses.