Life Insurance Agent at Primerica Financial Services Life Insurance Agent at Primerica Financial Services in Brea, California Posted in about 4 hours ago.

Type:

full-time Company Description Primerica Financial Services is a leading financial services company dedicated to helping middle-income families across North America build more secure financial futures. With a strong presence throughout the U.S. and Canada, Primerica focuses on clear financial education and access to essential products such as term life insurance, mutual funds, and other tailored solutions. The company emphasizes an education-first approach, ensuring clients understand how money works and what options best fit their goals. Licensed representatives collaborate closely with clients to design personalized strategies that offer protection today and growth opportunities for tomorrow. Primerica is committed to delivering real value and financial peace of mind for hardworking households. Role Description This on-site Life Insurance Agent role is based in Chino Hills, CA. The Life Insurance Agent works directly with individuals and families to assess their financial protection needs, explain term life insurance options, and recommend suitable coverage. Day-to-day responsibilities include meeting with prospects and clients, conducting needs analyses, presenting insurance solutions, completing applications, and following up to ensure timely policy issuance and ongoing client support. The role also involves building and maintaining a client portfolio, engaging in community outreach and networking, and staying current with industry regulations, company products, and compliance standards. Agents collaborate with the broader Primerica team to support clients with complementary financial services and to promote an education-focused approach to financial planning. Qualifications Strong insurance-focused skills, including Insurance Sales and Insurance Brokerage. Solid financial competencies, including Finance and an understanding of Insurance products and concepts. Exceptional client-facing abilities, including Customer Service and clear, professional communication. State life insurance license (or willingness to obtain within a defined timeframe). Ability to build trust, explain complex information in simple terms, and maintain long-term client relationships. Comfort with goal-oriented work, including prospecting, networking, and meeting sales and service objectives. High level of integrity, reliability, and adherence to regulatory and company compliance requirements. Previous experience in insurance, financial services, or sales is beneficial but not mandatory; training is available.