What are the responsibilities and job description for the Financial Advisor position at Primerica?
Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company is supported by more than 2,800 corporate employees and over 151,000 licensed independent representatives who deliver financial education and solutions to clients. For 49 years, Primerica has focused on meeting the needs of middle-income families through offerings such as term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (symbol “PRI”), Primerica provides a stable platform and also offers entrepreneurial-minded individuals the chance to build their own financial services business. Additional details about this business opportunity are available at www.primericabusinessopportunity.com.
Role Description The Financial Advisor role at Primerica is a remote position focused on helping clients understand and improve their financial well-being. Day-to-day responsibilities include meeting with clients (virtually or by phone), assessing their current financial situation, and developing tailored strategies for protection, savings, retirement, and investment needs. The advisor will explain Primerica’s products and services in clear, accessible terms, prepare and present financial recommendations, and support clients in implementing their chosen solutions. The role also involves maintaining ongoing relationships to review plans, monitor progress toward goals, and adjust strategies as needed. Advisors are expected to stay informed about market trends and product updates while building and growing their own client base in alignment with Primerica’s business model.
Qualifications
We will provide education. Means to get your licensure.
With a strong team to support you!!!
You will be an indpendent represenitive if approved and this is a 100% commision base. You make your own path to your success!!
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- Strong client relationship management, interpersonal communication, and ethical judgment in all advisory activities.
- Ability to work independently in a remote environment, manage time effectively, and build a sustainable book of business.
- Relevant licenses or willingness to obtain required financial and insurance licenses, in accordance with regulatory and company standards.
- Background in finance, economics, business, or related field is beneficial; prior experience in financial services or sales is an advantage.