Remote Financial Services Advisor (Part-Time/Full-Time)

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

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.