Associate

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company supports more than 151,000 licensed independent representatives through a corporate team of over 2,800 employees. For 49 years, Primerica has focused on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” offering applicants the stability of an established, regulated financial services organization. The company also provides entrepreneurial-minded individuals the opportunity to build their own financial services business, with more information available at www.primericabusinessopportunity.com.

Role Description This part-time Rep role at Primerica is a remote position focused on supporting clients with their financial education and product needs. Day-to-day responsibilities include meeting with prospective and existing clients virtually, assessing their financial goals, and presenting suitable solutions such as term life insurance, investments, and other financial products. The Rep will follow up on client inquiries, assist with applications and documentation, and maintain accurate records in accordance with company and regulatory standards. The role also involves ongoing learning about Primerica’s products and services, participating in training sessions, and collaborating with other representatives to share best practices. This is a part-time role with flexible scheduling, designed for individuals interested in developing a financial services business while working remotely.

Qualifications

• Ability to learn and explain financial concepts and products such as insurance, investments, and mortgages in clear, accessible language.
• Strong communication and interpersonal skills for building client relationships and conducting remote consultations.
• Organizational skills for managing client information, following up on leads, and maintaining accurate documentation.
• Self-motivated and entrepreneurial mindset, with the ability to work independently in a remote environment.
• Comfort with using digital tools and online platforms for meetings, presentations, and client communication.
• Willingness to complete any required licensing or certifications for offering financial products (company support may be provided).
• Prior experience in customer service, sales, or financial services is beneficial but not required.
• High school diploma or equivalent required; further education in business, finance, or related fields is a plus.