Note: The job is a remote job and is open to candidates in USA. Primerica is a provider of financial products and services that supports financial education and solutions for clients. The Financial Literacy Advisor educates individuals and families about personal finance and long-term financial strategies through consultations, customized materials, and virtual workshops. The role also provides ongoing guidance, collaborates with licensed representatives, documents client interactions, and maintains ethical and regulatory standards.
Responsibilities
- Conducting client consultations, assessing financial goals, and explaining core concepts such as budgeting, debt management, protection planning, and investment basics
- The advisor prepares customized financial literacy materials, leads virtual workshops or webinars, and provides ongoing guidance to help clients implement recommended strategies
- This role collaborates with licensed representatives to align education with appropriate financial solutions while maintaining high ethical standards and regulatory compliance
- The advisor is expected to manage a schedule independently, document client interactions, and use digital tools to deliver engaging and accessible financial education
Skills
- No Industry Experience Required: Complete training and structured mentorship are fully provided from day one; no prior finance or insurance background is necessary
- Strong People Skills: Excellent listening and communication habits, with a natural ability to connect with people and build trust
- Willingness to Learn: A coachable mindset and a strong desire to master a high-value skill set at your own pace
- Community & Family Focus: A genuine interest in helping others learn, grow, and secure their financial well-being
- Reliable Self-Starter: The personal discipline to manage a flexible, independent schedule around your current life commitments
Benefits
- Remote role
- Complete training and structured mentorship are fully provided from day one
- Flexible, independent schedule around your current life commitments
- Opportunities to build your own financial services business, supported by training and resources
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