Remote Financial Solutions Consultant

Primerica; United States; Remote; USD 42,000 - 72,000; Part time

Job summary

Primerica is seeking a remote Financial Specialist to join a Customer Service, Sales, and Marketing team. You will generate leads, conduct calls, and promote financial services, including life insurance and investments, while building relationships and meeting sales targets.

The role emphasizes client education, ongoing advisory support, and collaboration with the marketing team to drive campaigns and revenue in a remote setting.

Qualifications

• Excellent communication and time management; ability to build long-term client partnerships.
• Self-motivated, target-driven, and able to work independently in a remote environment.
• Eagerness to learn new skills and adapt to evolving industry trends.

Responsibilities

• Lead generation and networking to establish relationships with potential clients.
• Conduct sales calls to present financial solutions and close sales.
• Build and nurture long-term client relationships with ongoing financial advice.
• Collaborate with marketing to develop campaigns promoting financial services.
• Meet and exceed monthly and quarterly sales targets.
• Educate clients on benefits of financial planning, life insurance, and investments.

Skills

Communication skills

Time management

Self-motivated

Remote work suitability

Adaptability

Education

Life Insurance License

Investment License

Job description

Primerica is seeking a remote Financial Specialist to join a Customer Service, Sales, and Marketing team. You will generate leads, conduct calls, and promote financial services, including life insurance and investments, while building relationships and meeting sales targets.

The role emphasizes client education, ongoing advisory support, and collaboration with the marketing team to drive campaigns and revenue in a remote setting.