Remote Financial Advisor & Independent Contractor

Primerica; Raymore (MO); Remote; USD 40,000 - 80,000; Full time

Job summary

Primerica is seeking a Financial Services Professional Independent Contractor to meet with clients remotely, assess goals, and provide guidance on income protection, savings, and retirement strategies. You will present customized plans, explain product options, and help with applications and implementation while maintaining ongoing client relationships and regulatory compliance.

In this WFH role, you will network locally, reach out to potential clients, and collaborate with team members to

Qualifications

• Strong communication skills to explain financial concepts and build trust with clients.
• Experience in client relationship management, analytics, and detail orientation is beneficial.
• Licensing or willingness to obtain state and industry licenses (e.g., life insurance, securities) is preferred.
• Experience in financial services, banking, or sales is advantageous but not required.

Responsibilities

• Meet with clients to assess financial goals and needs.
• Develop and present customized financial strategies and explain product options.
• Assist clients with applications and plan implementations.
• Maintain ongoing client relationships and conduct periodic reviews; ensure regulatory compliance.

Skills

Communication skills

Client relationship management

Analytical thinking

Attention to detail

Licensing willingness

Job description

Primerica is seeking a Financial Services Professional Independent Contractor to meet with clients remotely, assess goals, and provide guidance on income protection, savings, and retirement strategies. You will present customized plans, explain product options, and help with applications and implementation while maintaining ongoing client relationships and regulatory compliance.

In this WFH role, you will network locally, reach out to potential clients, and collaborate with team members to