Financial Services Professional
Listed on 2026-10-28
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance, Financial Services
Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company supports more than 151,000 licensed independent representatives through a corporate team of over 2,800 employees. Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI.” Primerica focuses on serving middle-income families by offering term life insurance, mutual funds, annuities, managed investments, and mortgages.
The company also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business.
Role Description This is a WFH Financial Services Professional Independent Contractor role. The Financial Services Professional will meet with clients to assess their financial goals and needs, provide financial education, and recommend appropriate solutions across areas such as income protection, savings, and retirement. Daily activities include developing and presenting customized financial strategies, explaining product options, and assisting clients with applications and plan implementation.
The role involves maintaining ongoing client relationships, monitoring progress toward financial objectives, and conducting periodic reviews and updates. The Financial Services Professional will also participate in local outreach, network with potential clients, and collaborate with team members to ensure high-quality service and compliance with regulatory standards.
Qualifications
- Candidates should possess strong Communication skills to clearly explain financial concepts and build trusting client relationships.
- Relevant skills such as client relationship management, analytical thinking, and attention to detail are beneficial.
- Licensing or willingness to obtain required state and industry licenses (e.g., life insurance, securities) is preferred.
- Previous experience in financial services, banking, or sales is an advantage but not required.
- Ability to work remotely with the proper to collaborate with diverse clients, and maintain high ethical standards.
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