Entry Level Financial Consultant

Primerica; Los Angeles (CA); Remote; USD 50,000 - 90,000; Full time

Job summary

Primerica is seeking a Financial Services Consultant to provide comprehensive life insurance, investment, and mortgage solutions to clients. This role offers competitive commissions and various avenues for career advancement within the financial services industry, along with support for required licenses and ongoing training.

Benefits

Competitive commission + bonuses

Ongoing training, mentorship, and licensing support

Access to leads, marketing tools, and technology platforms

Career advancement opportunities

Qualifications

• Life Insurance License required (or willingness to obtain).
• Sales experience is essential.
• Strong interpersonal, analytical, and problem-solving skills.

Responsibilities

• Assess client needs and recommend suitable life insurance policies.
• Develop personalized investment strategies for clients.
• Assist clients in selecting the best home loan options.

Skills

Interpersonal skills

Analytical skills

Problem-solving skills

Education

Life Insurance License

Series 6, 7, 63, or 65 licenses

NMLS license

Job description

Financial Services Consultant

Company: Primerica Financial Services
Location: Remote / Hybrid

Job Overview:

We are seeking a Financial Services Consultant to provide life insurance, investment, and mortgage solutions to clients. This is an excellent opportunity for professionals who want to offer comprehensive financial guidance and build long-term relationships with clients.

Key Responsibilities:

Life Insurance Sales & Planning:

• Assess client needs and recommend suitable life insurance policies
• Educate clients on the importance of financial protection for their families.
• Process applications and ensure compliance with underwriting guidelines.

Investment & Wealth Management:

• Develop personalized investment strategies for individuals and businesses.
• Guide clients on retirement planning, asset allocation, and risk management.
• Stay updated on market trends and financial regulations.

Mortgage Loan Assistance:

• Assist clients in selecting the best home loan options (Conventional, FHA, VA, Jumbo).
• Collaborate with lenders, real estate agents, and underwriters.
• Review financial documents and ensure compliance with mortgage regulations.

Qualifications:

(Company provides all Licensing required)

Life Insurance License (or willingness to obtain).
Series 6, 7, 63, or 65 licenses for investment advisory services (preferred but not required).
NMLS license for mortgage lending (preferred but not required).
Sales experience
Strong interpersonal, analytical, and problem-solving skills.

What We Offer:

Competitive commission + bonuses
Ongoing training, mentorship, and licensing support.
Remote / Hybrid work options available.
Access to leads, marketing tools, and technology platforms to grow your business.
Career advancement opportunities in financial services.

If you are passionate about helping individuals secure their financial future and want to build a multi-service financial career, apply today!