Experiences at primerica financial services

Developed new Citibanking Experience newsletter to support rollout of new products, training and compensation plan.

Served as nexus for marketing, personnel and special events aimed at raising financial center productivity.

Wrote additional newsletters, video scripts, brochures, contest promotions and Internet/Intranet content for Citigroup subsidiaries, especially Primerica life insurance operations....

Manage team of 5 people, all personally recruited
Responsible for finding new clients and potential hires
Help client's financial needs including insurance, retirement/investment, mortgages and more through communication with client, research, and analysis

Have a willingness to work hard and have a desire to help others

Recruiting, assisted clients with their financial needs such as loans, live insurance and annuities

Identified personalized goals and supported families of different socioeconomic backgrounds with a comprehensive financial outline. Developed a diverse team of twelve Associates providing them leadership in sales, marketing, customer service, financial planning, investment research, time management, and both company and federal regulations and record keeping. Created and Delivered lectures and financial presentations to various groups in the community. While managing over a half million dollars in client assets, and placing more than $3 million of face value term life insurance, achieved the company's Valedictorian Award for Excellence. Gained extensive knowledge in many valuable areas: mortgages, insurance, investments, tax laws, economic and banking strategies, and business retirement plans....

More than a decade ago Primerica was set up as an independent sales organization for the Citi Group. The business model resembled network marketing in that one sold insurance and investment products (depending on what licenses one held) then tried to get those new customers to also become reps, or providing the selling rep with leads of people they know....