Financial Literacy Advisor

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. More than 2,800 corporate team members support over 151,000 licensed independent representatives who deliver financial education and solutions to clients. For nearly five decades, Primerica has focused on meeting the needs of middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica offers a stable environment and an entrepreneurial culture. The organization also provides opportunities for individuals to build their own financial services business, supported by training and resources.
Role Description The Financial Literacy Advisor is a full-time or part-time remote role focused on educating individuals and families about personal finance and long-term financial strategies. Day-to-day responsibilities include 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.
Qualifications
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.

Work arrangement
No