Remote Financial Advisor - Build Your Independent Practice

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

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.