Financial Setvices Representative

Primerica Financial Services; Rancho Cordova (CA); Remote; USD 40,000 - 80,000; Part time

Job summary

Primerica Financial Services is seeking a part-time or full-time remote Financial Services Representative to engage with clients, assess needs, and present solutions such as life insurance, annuities, and investment products.

You will conduct virtual consultations, deliver educational presentations, follow up with prospects, and maintain compliant client records while staying informed about market trends and company policies.

Qualifications

• Strong client service and relationship-building skills demonstrated.
• Ability to explain financial concepts in clear terms and educate clients.
• Comfort with remote work tools, virtual meetings, and digital recordkeeping.
• Goal-oriented with time management, follow-up, and multi-client handling.

Responsibilities

• Conduct virtual consultations with clients to assess financial needs.
• Deliver educational presentations on core financial concepts.
• Follow up with prospective and existing clients to present solutions.
• Maintain accurate client records in compliance with regulatory standards.
• Collaborate with team members and participate in ongoing training.
• Stay informed about financial products, market trends, and company policies.

Skills

Active listening

Client service

Relationship-building

Empathy

Professional communication

Explain financial concepts

Time management

Follow-up

Regulatory compliance

Confidentiality

Licensing aptitude

Education

High school diploma or equivalent

Business/Finance education asset

Tools

Remote work tools

Virtual meetings

Job description

Company Description

Primerica Financial Services is a leading North American financial services company focused on helping middle-income families build more secure financial futures. With a broad presence across the U.S. and Canada, the company provides clear financial education and access to essential products such as term life insurance and mutual funds. Primerica emphasizes an education-first approach, ensuring clients understand how money works and which options best fit their needs. Licensed representatives collaborate closely with clients to create personalized strategies that offer protection today and growth opportunities for tomorrow. The company is committed to delivering practical solutions that support long-term goals and financial peace of mind for hardworking households.

Role Description

This is a part-time or full-time remote business opportunity as a 1099 role for a Financial Services Representative. In this position, the representative engages with clients to assess financial needs, explain core financial concepts, and present suitable solutions such as life insurance, annuities and investment products, and other services aligned with company offerings. Daily responsibilities include conducting virtual consultations, delivering educational presentations, following up with prospective and existing clients, and maintaining accurate records in compliance with regulatory standards. The representative collaborates with team members, participates in ongoing training, and stays informed about financial products, market trends, and company policies. The role requires a client-focused mindset with an emphasis on education, relationship-building, and long-term financial planning support.

Qualifications

• Strong client service and relationship-building skills, including active listening, empathy, and professional communication.
• Ability to explain financial concepts in clear, accessible terms and provide basic financial education to individuals and families.
• Comfort with remote work tools, virtual meetings, and maintaining organized digital records and documentation.
• Goal-oriented mindset with skills in time management, follow-up, and managing multiple client engagements.
• Ethical judgment, attention to detail, and commitment to regulatory compliance and confidentiality standards.
• Willingness to obtain and maintain applicable financial services licenses (such as life insurance and securities), supported by company training.
• Previous experience in customer service, sales, or financial services is beneficial but not required.
• High school diploma or equivalent required; post-secondary education in business, finance, or a related field is an asset.