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Customer Service Representative; CSR

Job in New York, New York County, New York, 10261, USA
Listing for: Primerica - Financial Services
Full Time position
Listed on 2025-12-31
Job specializations:
  • Social Work
    Bilingual
Salary/Wage Range or Industry Benchmark: 2500 - 5000 USD Monthly USD 2500.00 5000.00 MONTH
Job Description & How to Apply Below
Position: Customer Service Representative (CSR)
Location: New York

This position is ideal for individuals seeking a flexible career path in financial services while making a meaningful impact by helping families improve their financial literacy and long‑term stability.. As an Entry‑Level Representative, you will receive paid training and hands‑on mentorship from experienced leadership to ensure you are fully supported as you build your skills. No prior experience in finance is required.

Our training program is designed to help you develop confidence in client communication, financial education, and ethical business practices.. . highlights of this role include:

  • Paid training while you learn the fundamentals of the business.
  • One‑on‑one mentorship and ongoing leadership support.
  • A super flexible schedule, allowing you to work part‑time or full‑time.
  • Performance‑based income and advancement opportunities.
  • Licensing support and professional development resources.

Your responsibilities will include learning how to assess client needs, educating individuals and families on financial concepts, and introducing Primerica’s solutions in areas such as term life insurance, debt management, and long‑term financial strategies.. .

  • Coachability. Be open to feedback, mentorship, and structured training designed to support personal and professional growth.
  • Professional Conduct. Maintain ethical standards, integrity, and professionalism in all training sessions and client interactions.
  • Attendance & Participation. Attend scheduled training sessions (virtual or in‑person) and actively participate in role‑plays, workshops, and discussions.
  • Communication Skills. Develop clear verbal and written communication skills to effectively explain basic financial concepts to clients.
  • Time Management. Manage a flexible schedule responsibly and complete assigned training modules within required time frames.

This role is best suited for individuals who are coachable, self‑motivated, and committed to personal growth. Primerica values integrity, transparency, and education, and we are looking for individuals who align with these principles.

Experience: Not required
Languages: English – Advanced
Employment: Part‑time
Schedule: Flexible
Salary: $2,500 – $5,000 monthly
Benefits: Top performers make 200k/yr and up!
Starting time: Immediate start!

About Primerica – Financial Services:
Primerica’s mission is centered on financial services, empowering middle‑income households with the knowledge and tools needed to make informed decisions about their money.

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