Financial Services Professional

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. More than 2,800 corporate employees support over 151,000 licensed independent representatives who deliver financial education and solutions to clients. Publicly traded on the New York Stock Exchange under the symbol “PRI,” Primerica has nearly five decades of experience serving middle-income families. The company offers term life insurance, mutual funds, annuities, managed investments, and mortgages, along with an opportunity for entrepreneurial-minded individuals to build their own financial services business. Candidates can learn more about Primerica’s business opportunity at www.primericabusinessopportunity.com.
Role Description This full-time remote Financial Services Professional role focuses on helping clients understand and select appropriate financial products and strategies. Day-to-day responsibilities include conducting client consultations, assessing financial needs, and developing tailored plans for insurance, investments, and retirement. The role involves providing clear financial education, presenting product options, and supporting clients in making informed decisions. Financial Services Professionals also maintain ongoing relationships, monitor client portfolios, and stay current with industry regulations and company offerings. Collaboration with internal teams and adherence to ethical and compliance standards are integral parts of this position.
Qualifications
Candidates should possess strong skills in Financial Planning, Retirement Planning, and Financial Services.
Candidates should possess solid Finance knowledge and the ability to interpret financial data and market trends.
Candidates should possess excellent Communication skills for client education, presentations, and relationship building.
Relevant professional licenses or certifications in financial services (e.g., life insurance, securities) are highly beneficial.
Demonstrated integrity, client-focused mindset, and ability to work independently in a remote environment.
Strong organizational skills, attention to detail, and proficiency with digital tools and CRM systems.

Work arrangement
Yes