Financial Services Representative

Primerica Financial Services; Illinois; Hybrid; USD 25,000 - 44,000; Part time

Job summary

Primerica Financial Services helps middle-income families across North America build secure financial futures. The company emphasizes education-first guidance and personalized plans through licensed representatives.

The Financial Services Representative role is a commission-based, part-time position in IL with on-site and remote options. You will meet clients, explain products, and help build strategies with ongoing service and documentation.

Qualifications

• Strong customer service with professionalism and empathy.
• Interpersonal and presentation skills, integrity, client-focused mindset.
• Ability to work remote & on-site, manage time effectively, and maintain organized records and follow-up activities.
• Willingness to obtain and maintain required state & federal licenses for insurance and investment products; licensing helpful but not mandatory.

Responsibilities

• Meet with clients to assess financial needs and explain concepts.
• Present suitable solutions in insurance, investments, and basic financial planning.
• Prepare and review financial strategies and maintain client documentation.
• Provide ongoing customer service and support policy/account maintenance.

Skills

Customer Service

Interpersonal Skills

Presentation Skills

Time Management

Job description

Company Description

Primerica Financial Services is a leading financial services company focused on helping middle-income families across North America build more secure financial futures. With a strong presence throughout the U.S. and Canada, Primerica provides clear financial education and access to essential products such as term life insurance, mutual funds, and other solutions tailored to hardworking households. The organization emphasizes an education-first approach, helping clients understand how money works and what options best support their goals. Licensed representatives collaborate closely with clients to develop personalized plans that offer both current protection and long-term growth opportunities. Primerica is dedicated to delivering real value and financial peace of mind through straightforward guidance and client-centered service.

Role Description

the Financial Services Representative is a commission based part-time, on-site and remote opportunity in IL. This position is responsible for meeting with clients to assess their financial needs, explain financial concepts, and present suitable solutions across areas such as insurance, investments, and basic financial planning. Daily activities include conducting client consultations, preparing and reviewing financial strategies, following up with prospective and existing clients, and maintaining accurate documentation of client interactions. The representative will provide ongoing customer service, support policy and account maintenance, and ensure compliance with regulatory and company standards. The role also involves participating in training, staying current on financial products and industry trends, and collaborating with team members to support local market growth.

Qualifications

• Candidates should possess strong Customer Service skills, demonstrating professionalism, empathy, and clear communication with clients.
• Relevant qualifications include strong interpersonal and presentation skills, integrity, and a client-focused mindset.
• Ability to work remote & on-site, manage time effectively, and maintain organized records and follow-up activities.
• Willingness to obtain and maintain required state & federal licenses for insurance and investment products; prior licensing or financial industry experience is beneficial but not mandatory.