Primerica Financial Services Work Values

Daily Duties at Primerica Financial Services:

Recruiting, training, data collection, financial analysis, personal financial plan preparation and implementation; met with married homeowners with children, whose assets are low and financial asset protection needs are high; listened to them about their short-term and long-term goals and took notes; explained to them what I do so they felt comfortable enough about providing me with personal financial information; gathered documents related to investments, income protection and other assets; analyzed their situation and customized a plan to help them achieve their financial goals. Sat down with them in follow-up appointment to propose strategies to help them become debt free and financially independent; began implementation of the plan by assisting them with the application process for life, health and disability insurance to see if they qualify; determined whether their asset management plan was adequate enough to help them achieve their retirement goals; identified whether they had an emergency fund that would hold them over in case of a lost job or other financial crisis; and received referrals from those who liked what I did for them so I could help others they care about; invited them to our office so they could see first hand what we do for people; discussed with them potential full-time and/or part-time career opportunities as a way to further assist clients in achieving income goals.

What they like about Primerica Financial Services:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Writing, Editing, Media, Transportation, Education, Outreach

Skills

Bilingual (English/Spanish)

These are some of the questions we asked our climbers about their experiences with Primerica Financial Services: