James Roberts
About James Roberts
James Roberts serves as a District Leader at Primerica in Indianapolis, Indiana, where he has worked since 2017. He emphasizes the balance between productivity and team well-being while advocating for financial preparedness.
Work at Primerica
James Roberts has served as a District Leader at Primerica since 2017, contributing to the financial services sector in Indianapolis, Indiana. In this role, he emphasizes the importance of balancing productivity with the well-being of team members, reflecting a leadership style that prioritizes both performance and employee welfare. His responsibilities include managing a team and promoting financial literacy among clients, aligning with Primerica's mission to educate individuals on financial preparedness.
Previous Experience in Financial Services
Before joining Primerica, James Roberts held various positions in the financial services industry. He worked at Freedom Mortgage as a Supervisor from 2020 to 2022 and later as a Cash Management Manager for five months in 2022. His experience at Freedom Mortgage involved managing cash operations for one of the largest federal mortgage loan servicers in the United States. Prior to that, he was an Insurance Agent at GEICO from 2014 to 2017, where he gained valuable insights into customer service and insurance products.
Education and Expertise
James Roberts studied Business Administration and Management at Indiana University–Purdue University Indianapolis for 11 months in 2010. He also attended Emerson School for Visual and Performing Arts, where he achieved a Core 40 Diploma from 2002 to 2006. His educational background provides a foundation for his expertise in financial services, enabling him to effectively educate and assist clients in financial and family protection matters.
Advocacy for Financial Preparedness
James Roberts advocates for financial preparedness, often sharing personal quotes such as 'Know your options!' and 'Get your financial house in order!' His focus is on educating individuals who may lack knowledge in financial matters, emphasizing the importance of being informed about financial options and planning for the future. Through his work, he aims to empower clients to take control of their financial situations.