Financial Services Representative (Training Provided)

Primerica; Phoenix (AZ); Remote; USD 50,000 - 70,000; Full time

Job summary

Primerica in the United States seeks a remote Financial Services Representative to educate clients on core financial concepts and assess their goals. The role includes virtual meetings, presenting suitable insurance and investment solutions, and supporting product implementation.

You will maintain ongoing client relationships, address inquiries, and stay current with Primerica’s offerings and compliance standards.

Qualifications

• Foundational knowledge in finance and financial services.
• Understanding of investments, mutual funds, and other products.
• Strong customer service, education, and relationship-building.
• Interest or background in life insurance and protection solutions, with licensing willingness.

Responsibilities

• Meet with clients virtually to assess financial needs.
• Present suitable financial solutions and education.
• Support the implementation of insurance and investment products.
• Maintain ongoing client relationships and follow up on inquiries.

Skills

Finance & Financial Services

Investments

Customer Service

Insurance

Communication Skills

Remote Work

Licensing Preparation

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 team of over 2,800 corporate 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 with term life insurance, mutual funds, annuities, managed investments, and mortgages. The company also offers entrepreneurial-minded individuals the opportunity to build their own financial services business, with more information available at www.primericabusinessopportunity.com.

Role Description

This is a remote Financial Services Representative role with training provided. The representative will educate clients about fundamental financial concepts and assist them in assessing their financial needs and goals. Daily tasks include meeting with clients virtually, presenting suitable financial solutions, and supporting the implementation of products such as insurance and investment services. The role also involves maintaining ongoing client relationships, following up on inquiries, and staying informed about Primerica’s product offerings and compliance standards. Individuals may have the opportunity to build and grow their own client base and develop a long-term financial services practice under Primerica’s platform.

Qualifications

• Candidates should possess foundational knowledge or strong interest in Finance and Financial Services.
• Candidates should possess skills related to Investments, including basic understanding of mutual funds and other investment products.
• Candidates should possess strong Customer Service abilities, focusing on client education, empathy, and relationship building.
• Candidates should possess an interest or background in Insurance, especially life insurance and protection solutions.
• Strong communication and presentation skills, both written and verbal.
• Ability to work independently in a remote environment and manage time effectively.
• Willingness to complete required licensing and certification, with training and support provided.
• Ethical mindset, commitment to regulatory compliance, and dedication to serving middle-income families.