Financial Services Professional

Primerica; Raymore (MO); Remote; USD 40,000 - 80,000; Full time

Job summary

Primerica is seeking a Financial Services Professional Independent Contractor to meet with clients remotely, assess goals, and provide guidance on income protection, savings, and retirement strategies. You will present customized plans, explain product options, and help with applications and implementation while maintaining ongoing client relationships and regulatory compliance.

In this WFH role, you will network locally, reach out to potential clients, and collaborate with team members to

Qualifications

• Strong communication skills to explain financial concepts and build trust with clients.
• Experience in client relationship management, analytics, and detail orientation is beneficial.
• Licensing or willingness to obtain state and industry licenses (e.g., life insurance, securities) is preferred.
• Experience in financial services, banking, or sales is advantageous but not required.

Responsibilities

• Meet with clients to assess financial goals and needs.
• Develop and present customized financial strategies and explain product options.
• Assist clients with applications and plan implementations.
• Maintain ongoing client relationships and conduct periodic reviews; ensure regulatory compliance.

Skills

Communication skills

Client relationship management

Analytical thinking

Attention to detail

Licensing willingness

Job description

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.