Note: The job is a remote job and is open to candidates in USA. Primerica hires an Entry Level Financial Representative to help clients understand financial concepts and connect them with appropriate financial products and services. The role involves meeting with clients, explaining options, assisting with applications and account setup, and following compliance procedures.
Responsibilities
- As an Entry Level Financial Representative, you will support clients by helping them understand core financial concepts and guiding them toward appropriate financial products and services
- Day-to-day responsibilities include meeting with clients, gathering financial information, explaining product options, and assisting with applications and account setup
- You will collaborate with experienced representatives, participate in training, and follow established compliance and documentation procedures
Skills
- Ability to learn and explain financial products such as life insurance, investments, and mortgages in clear, accessible language
- Strong interpersonal and communication skills to build trust, listen actively, and present recommendations to clients
- Basic analytical and math skills to review client information, identify needs, and support sound financial guidance
- Organizational skills to manage appointments, maintain accurate records, and follow regulatory and company procedures
- High level of integrity, professionalism, and commitment to serving middle-income families
- Interest in professional growth and willingness to complete licensing and ongoing training as required
- Ability to work Zoom in person and collaboration with local team members
- High school diploma
Benefits
- Remote role based in Georgia, requiring regular in-person or Zoom interaction with clients and team members.
Company Overview