Financial Advisor - Commission-Based with Licensing Paid

Primerica; Ontario (CA); Hybrid; USD 15,000 - 60,000; Part time

Job summary

Primerica is seeking a part-time hybrid Financial Services Representative in Ontario, CA. This role offers a fast track to build your own full-service financial planning practice with licensing and coaching support, followed by revenue that is 100% commission-based after paid training.

You don't need prior advisor experience; entrepreneurial mindset, strong community connections, and a client-first approach are valued as you connect with clients to provide holistic financial guidance.

Qualifications

• Strong knowledge of Finance and Financial Services to provide reliable advice and solutions.
• Understanding of Investments and Insurance to address diverse financial needs effectively.
• Exceptional Customer Service skills with a client-first approach.
• Excellent interpersonal, communication, and problem-solving abilities.
• Possession of relevant licenses, such as Life Insurance or Investment licenses, is preferred.
• Self-motivated with a strong desire to contribute to clients' financial success.
• Experience in financial planning or sales is advantageous.

Responsibilities

• Prospect and connect community members to client meetings with fiduciary financial planners to build your business practice.
• Listen to clients and help them identify priorities and financial goals.
• Blend financial advice with a range of products and services.

Skills

Finance knowledge

Financial services

Customer service

Interpersonal skills

Communication

Problem-solving

Licenses preferred

Education

Life Insurance or Investment licenses

Job description

Primerica is seeking a part-time hybrid Financial Services Representative in Ontario, CA. This role offers a fast track to build your own full-service financial planning practice with licensing and coaching support, followed by revenue that is 100% commission-based after paid training.

You don't need prior advisor experience; entrepreneurial mindset, strong community connections, and a client-first approach are valued as you connect with clients to provide holistic financial guidance.