Remote Financial Solutions Advisor

Primerica; United States; Remote; USD 45,000 - 70,000; Full time

Job summary

Primerica is seeking a motivated Financial Specialist for a remote contract role. You will generate leads, conduct calls, and promote life insurance and investment products while building lasting client relationships with tailored financial guidance.

Ideal candidates will have strong communication, time management, and self-motivation, with a drive to meet sales targets and grow within a supportive, growth-focused environment. Flexible remote work is offered.

Qualifications

• Excellent communication and time management.
• Ability to work independently in a remote environment.
• Eagerness to learn new skills and adapt to evolving industry trends.

Responsibilities

• Lead Generation and Networking: Proactively generate leads and establish client relationships.
• Sales, Calls, and Consultations: Conduct sales calls to present financial solutions and close sales.
• Client Relationship Management: Build and nurture long-term client relationships with ongoing financial advice.
• Marketing and Promotions: Collaborate with marketing to develop campaigns that drive interest in financial services.
• Sales Targets: Meet and exceed monthly and quarterly sales targets.
• Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products.

Skills

Communication skills

Time management

Self-motivated

Remote work

Sales mindset

Job description

Primerica is seeking a motivated Financial Specialist for a remote contract role. You will generate leads, conduct calls, and promote life insurance and investment products while building lasting client relationships with tailored financial guidance.

Ideal candidates will have strong communication, time management, and self-motivation, with a drive to meet sales targets and grow within a supportive, growth-focused environment. Flexible remote work is offered.