Note: The job is a remote job and is open to candidates in USA. Primerica is hiring a Financial Advisor to help clients improve their financial well-being. The role involves assessing clients’ finances, recommending tailored protection, savings, retirement, and investment strategies, supporting implementation, and maintaining client relationships while building a client base.
Responsibilities
- Meeting with clients (virtually or by phone), assessing their current financial situation, and developing tailored strategies for protection, savings, retirement, and investment needs
- Explain Primerica’s products and services in clear, accessible terms, prepare and present financial recommendations, and support clients in implementing their chosen solutions
- Maintaining ongoing relationships to review plans, monitor progress toward goals, and adjust strategies as needed
- Stay informed about market trends and product updates while building and growing their own client base in alignment with Primerica’s business model
Skills
- Strong client relationship management, interpersonal communication, and ethical judgment in all advisory activities
- Ability to work independently in a remote environment, manage time effectively, and build a sustainable book of business
- Relevant licenses or willingness to obtain required financial and insurance licenses, in accordance with regulatory and company standards
- Background in finance, economics, business, or related field
- Prior experience in financial services or sales
Benefits
- Remote position
- Education provided
- Means to get your licensure
- Strong team to support you
- 100% commission-based
- Independent representative status if approved
Company Overview