Part-Time Financial Services Advisor — Remote & On-Site

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

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.