Josh Burgess
About Josh Burgess
Josh Burgess is a Financial Service Agent with eight years of experience at Primerica, where he specializes in helping clients develop strategies for debt reduction and saving for retirement and college. He has been involved in financial planning since 2016 and is currently studying Business Administration and Management at Pitt Community College.
Work at Primerica
Josh Burgess has been employed at Primerica as a Financial Service Agent since 2016. In this role, he assists clients in developing financial strategies aimed at achieving debt freedom and saving for retirement and college. His work focuses on helping families navigate their financial planning needs and attain financial independence.
Education and Expertise
Josh Burgess is pursuing an Associate’s Degree in Business Administration and Management at Pitt Community College, a program he has been enrolled in since 2014. His educational background supports his expertise in financial services, enabling him to provide informed advice to clients regarding their financial planning.
Background
Prior to his career in financial services, Josh Burgess worked at Corleone Italian Rest as a Busser/Server Assistant for three months in 2014. This experience in the hospitality industry provided him with foundational skills in customer service, which he applies in his current role at Primerica.
Achievements in Financial Planning
Since 2016, Josh Burgess has dedicated his career to helping families with financial planning. His focus on strategies for becoming debt-free and saving for future needs has positioned him as a resource for clients seeking to improve their financial situations and achieve long-term financial goals.