Julie Quintero
About Julie Quintero
Julie Quintero is a Senior Representative at Primerica, specializing in financial education and solutions for families. She has a background in business and experience in financial advisory, focusing on debt management, investments, and life insurance.
Work at Primerica
Julie Quintero has been employed at Primerica as a Senior Representative since 2017. In this role, she focuses on providing financial education and solutions to families. Her responsibilities include conducting financial needs analyses and establishing long-term relationships with clients. Quintero has built a clientele as an Independent Life Agent Representative, which complements her work at Primerica.
Previous Experience at Sysco
Before joining Primerica, Julie Quintero worked at Sysco as an Executive Administrative Assistant from 2011 to 2016. During her five years at Sysco, she developed skills in administration and support, which have contributed to her current role in financial services.
Education and Expertise
Julie Quintero studied at Belhaven University, where she earned a Bachelor of Science degree in Business from 2014 to 2018. She is currently enhancing her financial advisory skills by actively studying for the Series 6 and Series 63 licenses, which will further her expertise in providing financial solutions.
Specialization in Financial Education
Julie Quintero specializes in providing financial education and solutions to families. Her areas of focus include debt management, investments, and life insurance. Through her work, she aims to empower families with the knowledge and tools necessary to make informed financial decisions.
Client Relationship Management
In her role at Primerica, Julie Quintero regularly meets with business owners to conduct financial needs analyses. This process allows her to understand their financial situations and establish long-term client relationships, which are essential for her work as a financial advisor.