Remote Financial Service Representative Jobs

PCR Family & Associates. is a publicly traded financial services company partnered with Primerica Financial Services, headquartered in Duluth, Georgia, and has been serving North America since 1977. Our mission is to guide middle-income families to become properly protected, debt-free, and financially independent. We offer a comprehensive range of services, including term life insurance, mutual funds and investments, debt solutions, retirement planning, and more. Through our dedication to financial empowerment, we provide resources to help individuals achieve long-term financial success and security.

This is a remote, Business Proposition for a Financial Service Representative . The Financial Representative will work directly with clients to provide personalized financial guidance and education. Responsibilities include developing tailored financial plans, offering insights on personal finance management, conducting financial literacy sessions, and helping clients establish clear financial goals. The role entails regular client interaction to review progress and suggest adjustments to ensure financial success. No prior experience in financial services is required. In-field training provided, All required pre-licensing courses, and the company covers state licenses.

• Expertise in Financial Coaching, Financial Planning, and Personal Finance is encouraged but not required
• Strong understanding of Financial Education and concepts of financial independence will be taught
• Excellent communication and interpersonal skills to build client trust
• Ability to analyze financial needs and create detailed financial strategies
• Proficiency in financial tools and technology is a plus
• Enthusiasm for educating and empowering individuals in financial management
• Bachelor's degree in Finance, Business Administration, or a related field is preferred but not required