Cara Chase
About Cara Chase
Cara Chase serves as a Division Leader and Licensed Agent at Primerica, where she has worked since 2023. In addition to her leadership role, she also functions as a Financial Services Representative within the company.
Work at Primerica
Cara Chase holds the position of Division Leader and Licensed Agent at Primerica. She has been with the company since 2023, where she has gained experience in leadership and financial services. In addition to her role as Division Leader, she also serves as a Financial Services Representative, providing clients with financial guidance and support. Her dual roles at Primerica reflect her commitment to helping individuals achieve their financial goals.
Current Roles and Responsibilities
In her capacity as Division Leader, Cara Chase oversees a team of agents, focusing on training and development to enhance their performance in the financial services sector. As a Licensed Agent, she engages directly with clients, offering tailored financial solutions. Her responsibilities include assessing client needs, recommending appropriate financial products, and ensuring compliance with industry regulations.
Professional Experience
Cara Chase has been actively involved in the financial services industry since joining Primerica in 2023. Her experience as both a Division Leader and Financial Services Representative allows her to understand the nuances of client interactions and team management. This experience contributes to her effectiveness in delivering financial education and services to clients.