Sales Associate

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA, with a strong presence supported by more than 2,800 corporate employees and 151,000 licensed independent representatives. For nearly five decades, the company has focused on serving middle-income families with solutions such as term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange under the symbol “PRI,” Primerica offers a stable and growth-oriented environment. In addition to its financial products and services, Primerica provides entrepreneurial-minded individuals with opportunities to build their own financial services business and expand their careers in the industry. Your journey will start with taking the life exam to become a life i surance agent certified in your state of residence, if recruited you can expand you horizons to mortgage and secrities.
Role Description The Sales Associate role at Primerica in Visalia, CA is a flexible position focused on helping clients understand and select appropriate financial products and services. Day-to-day responsibilities include engaging with prospective and existing clients, conducting needs-based financial discussions, and presenting product options that align with their goals. The Sales Associate will follow up on leads, maintain accurate client records, and work collaboratively with team members to meet sales targets and service standards. This role also involves participating in training sessions, staying current on product offerings and industry regulations, and representing Primerica’s values in all client interactions.
Qualifications
Strong client relationship-building skills, including clear communication, active listening, and a service-oriented mindset.
Sales and persuasion abilities, with experience or interest in consultative selling, lead follow-up, and goal-driven performance.
Basic financial literacy and the ability to learn and explain financial concepts, products, and regulatory requirements.
Solid organizational and time-management skills to handle multiple client interactions and administrative tasks efficiently.
Comfort working in a flexible, team-based environment with a proactive and adaptable attitude.
High level of integrity, professionalism, and commitment to non-discriminatory, inclusive client service.
Prior experience in financial services, retail sales, or customer-facing roles is preferred but not required.
High school diploma or equivalent required; post-secondary education or relevant certifications are a plus.

Work arrangement
Yes